Brent Hoppe
Brent Hoppe is a registered investment advisor at Guardian Wealth Strategies, LLC, based in Minneapols, MN, with 14 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,273 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Guardian Portfolios program charges a flat 1.25% annual fee for accounts under $500,000. Fees may be negotiable and accounts within the same household may be combined.
Fee Estimator
Location
6465 Wayzata Blvd, Ste 230, Minneapols, MN, 55426
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
Brent is an indirect owner of Guardian Insurance Solutions, LLC, an insurance agency, and spends minimal time there. Brent also is an indirect owner of Guardian Tax L.L.C., a tax company, dedicating about 10-20% of his time.
Employment History
Current Registrations
Guardian Wealth Strategies, LLC
Previous Registrations
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Advice and Planning Services
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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