Jonathan Hoffman
Jonathan Hoffman is a registered investment advisor at Zenith Investment Management, LLC, based in San Diego, CA, with 5 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 101 clients with $89M 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 | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 0.85% |
Fees are negotiable. Household accounts are aggregated for billing purposes.
Fee Estimator
Location
9920 Pacific Heights Boulevard, Ste. 150, San Diego, CA, 92121
Get directionsHistory
Regulatory History (1)
Criminal
December 2012Other Business ActivitiesSells Insurance
Jonathan is an independent insurance agent in California, selling life, disability, and long-term care insurance since 2018. This activity takes minimal time and is not investment-related.
Employment History
Current Registrations
Zenith Investment Management, LLC
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.