Jared Hoffman is a registered investment advisor at Broadleaf Partners, LLC, based in Hudson, OH, with 6 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 244 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees for amounts over $10 million are negotiable. Fees are charged in arrears.
Fee Estimator
Location
9 Aurora Street, Suite #5, Hudson, OH, 44236
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Broadleaf Partners, LLC
Previous Registrations
Valmark Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Brian Cline, CFP, ChFCEdward Jones
- Jay Schulman, ChFCLPL Financial LLC
- Matthew Dunn, CFAArq Wealth Advisors, LLC
- Matthew Gillen, CFPWells Fargo Advisors
- Micaela Amburgey, CFPAmeriprise Financial Services, LLC
- Gage Paul, CFPWestern Reserve Capital Management, LLC