James Hoffman is a registered investment advisor at Beckerman Wealth, based in Ocean Grove, NJ, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 175 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 0.50% to 1.00% per annum.
Fee Estimator
Location
77 Main Avenue, Suite 1A, Ocean Grove, NJ, 07756
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beckerman Wealth
State Registrations2 states
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