Joel Hoffman is a registered investment advisor at Financial Strategies Group, INC, based in Fenton, MI, with 1 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,224 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Strategies Group manages investment portfolios for clients, charging a fee based on the value of the account. The maximum annual fee is 1.50%. Fees are negotiable and are deducted from client accounts. FSG may use third-party investment advisory firms to help implement investment portfolios.
Location
265 N Alloy Drive, Fenton, MI, 48430
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
Financial Strategies Group, INC
State Registrations2 states
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.