Jean Hoff is a registered investment advisor at Aegis Wealth, based in Bethesda, MD, with 18 years of industry experience. Jean 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 121 clients with $710M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are generally negotiable. Certain clients may be engaged under legacy fee structures or arrangements that are no longer offered to new clients. Minimum annual fees may be assessed on a case-by-case basis.
Fee Estimator
Location
6903 Rockledge Dr., Suite 940, Bethesda, MD, 20817
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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
Aegis Wealth
State Registrations1 state
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