David Hopkins is a CFP-designated registered investment advisor at The Capital Chart Room, LTD, based in Fort Worth, TX, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 65 clients with $400M 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 | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Standard fee schedule for The Chartered Portfolio Program. Fees are negotiable. TCCR may aggregate the portfolios of family members in computing fee breakpoints.
Fee Estimator
Location
2821 West 7th Street, Suite 550, Fort Worth, TX, 76107-8912
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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 Activities
David is an investment services manager and Chief Compliance Officer at TCCR Holdings/The Capital Chart Room, Ltd, handling client service tasks. He is also a Registered Representative of ValMark Securities, Inc.
Employment History
Current Registrations
The Capital Chart Room, LTD
Previous Registrations
Valmark Securities, INC.Broker
National Financial Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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