Martin Hopkins is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Annapolis, MD, with 22 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
Annapolis, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin is the manager of the general partner of a private fund through Hopkins Capital Partners GP, LLC, an investment-related business, since 2015. He oversees the daily operations of the general partner to the fund.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Wealth Management Solutions
Hopkins Investment Management, LLC.
State Registrations2 states
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