James Hopson
James Hopson is a registered investment advisor at Capital Advisory Group, INC., based in Dallas, TX, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 77 clients with $220M 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 $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for accounts significantly larger than the published schedule. Certain long-term clients maintain lower legacy fee schedules.
Fee Estimator
Location
5151 Belt Line Road, Suite 1250, Dallas, TX, 75254
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 →Other Business ActivitiesSells Insurance
James is the owner and founder of Hopson & Associates, a CPA firm, since 1988, dedicating about a quarter of his time. He is also a licensed insurance agent since 1990, spending about 10-20% of his time analyzing client risk management needs and developing solutions.
Employment History
Current Registrations
Capital Advisory Group, INC.
Previous Registrations
Capital Advisory Group, INC.
State Registrations1 state
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.
Exams
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