John Hopkins is a CFP-designated registered investment advisor at Swift Creek Wealth Management, based in Moseley, VA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7 clients with $4.8M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Schedule is for Portfolio Management Services with Financial Planning. Standalone Portfolio Management fees are: 0.75% on the first $500,000-$999,999, 0.50% on the next $1,000,000-$1,999,999, and 0.20% above $2,000,000. Fees are negotiable.
Fee Estimator
Contact
John Hopkins
Location
Moseley, VA
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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
Swift Creek Wealth Management
Previous Registrations
Summit Financial Partners, INC.
Securian Financial Services, 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
Additional Information
I have been working in the financial industry since I retired from the US Navy in 2012. I don’t think working with a financial professional should be intimidating or overly formal. Clients should feel comfortable discussing how life’s ups and downs affect their financial futures. My goal when establishing Swift Creek Wealth Management was to create a firm with a small client base so that I could provide exceptional service with a family feel.