Herbert Hopwood is a CFA, CFP-designated registered investment advisor at Hopwood Financial Services, INC., based in Reston, VA, with 23 years of industry experience. Herbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 278 clients with $670M 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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Client assets managed through the Institutional Bond Program will be subject to an additional annual fee of up to 0.11%, paid to the Independent Manager. HFS’s investment advisory fee is negotiable at HFS’s discretion.
Fee Estimator
Location
10740 Parkridge Blvd., Suite 150, Reston, VA, 20191
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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
Hopwood Financial Services, INC.
Previous Registrations
West Financial Services INC
State Registrations2 states
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