Forrest Hopper is a registered investment advisor at Storehouse Financial LLC, based in Fort Worth, TX, with 13 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 3,029 clients with $210M 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 | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Storehouse may enter into arrangements where performance-based fees are assessed for advisory services. The performance fee shall not exceed 50% of investment returns over a hurdle rate of 8%, billed quarterly in arrears.
Fee Estimator
Location
3200 Riverfront Dr., Suite 204, Fort Worth, TX, 76107
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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
Forrest is the Chief Investment Officer of Storehouse Financial LLC, a Registered Investment Advisor, since May 2023. He dedicates nearly full-time hours to managing firm investment decisions and maintaining operational processes, controls, and standards.
Employment History
Current Registrations
Storehouse Financial LLC
Previous Registrations
Cabin Securities, INC.Broker
Capital Institutional Services, INC.Broker
JonestradingBroker
Capital Institutional Services, INC.Broker
First Command Financial Planning, INC.Broker
State Registrations3 states
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.