William Hope
William Hope is a registered investment advisor at Redwood Financial Network, based in Solon, OH, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 968 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redwood Financial Network charges an annual fee ranging from 0.50% to 2.5% of your portfolio for investment management services. This fee is negotiable, so clients with similar investments may pay different rates. The fee covers account management, brokerage, clearance, custody, and administrative services if you are in a wrap fee program. Fees are deducted quarterly in advance. You can terminate the service at any time and receive a pro-rata refund.
Location
30285 Bruce Industrial Parkway, Suite A, Solon, OH, 44139
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
William provides investment advisory services through Redwood Financial Network Corporation, dedicating nearly full-time hours to this. He also engages in non-variable insurance activities, spending a few hours per week.
Employment History
Current Registrations
Redwood Financial Network
LPL Financial LLCBroker
Previous Registrations
Century Securities Associates INC
Century Securities Associates, INC.Broker
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.