Stephen Hopkins is a registered investment advisor at Ballentine Partners, based in Wolfeboro, NH, with 9 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 333 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballentine Partners manages investments for high-net-worth clients and family office clients. Fees are based on a percentage of the value of your portfolio:
- High Net Worth Clients: Ranges from 0.95% to 0.25% per year, with a $40,000 minimum annual fee.
- Family Office Clients: Ranges from 0.60% to 0.10% per year, with a $180,000 minimum annual fee.
Location
15 N. Main Street, Suite 6, Wolfeboro, NH, 03894
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 Activities
Stephen is a board member of Fund Evaluation Group and a trustee of National Philanthropic Trust, both compensated positions. He also serves as a trustee for the Town of Gilmanton NH, an advisor to the New Hampshire Charitable Foundation, and a member of the Conservation Commission for the Town of Gilmanton, NH, all uncompensated roles.
Employment History
Current Registrations
Ballentine Partners
State Registrations2 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.