Aaron Hoffman is a registered investment advisor at Inspire Advisors, LLC, based in Meridian, ID, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.
Location
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
Get directionsHistory
Regulatory History (1)
Criminal
April 2008Other Business ActivitiesSells Insurance
Aaron is an independent insurance agent licensed in accident and health or sickness, life, variable life, and variable annuity products since 2018.
Employment History
Current Registrations
Inspire Advisors, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.