Sarah Hopkins is a registered investment advisor at Tublin - Difusco Advisors INC., based in Baldwin, NY, with 7 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 137 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.30% |
All fees payable to TDAI are negotiable.
Fee Estimator
Location
Baldwin, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tublin - Difusco Advisors INC.
State Registrations1 state
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