Kurt Hoefer is a CFA-designated registered investment advisor at Summitry, LLC, based in San Mateo, CA, with 22 years of industry experience. Kurt 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 1,225 clients with $3B 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 $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
Some clients who retain Jackson Financial Services, Summit Financial, or Continuum Advisory DBA Wealth Management Associates in addition to Summitry can receive a modified fee structure that ranges from 0.75% up to 1.00% of assets under management. May assess a minimum annual fee of $5,000.
Fee Estimator
Location
1850 Gateway Drive, Suite 600, San Mateo, CA, 94404-4060
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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
Summitry, LLC
Previous Registrations
Hoefer Capital Management, LLC
State Registrations2 states
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