William Hopkins
William Hopkins is a registered investment advisor at Silver Oak Securities, INC., based in Jackson, TN, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
403 N. Parkway, Suite 101, Jackson, TN, 38305
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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 →Other Business ActivitiesSells Insurance
William is the President and Agent at WEH Insurance Agency, Inc., selling life insurance and fixed annuities, dedicating about 10-20% of his time. He also works as a wholesale representative for insurance and fixed insurance products through Vision Wealth Marketing and Vision Wealth Solutions, and is a minority owner of Vision Wealth Insurance Services, LLC, dedicating a few hours per week to this.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Dominion Investor Services, INC.Broker
State Registrations51 states
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