Kevin James Galvin

CFA · CFP

Hopwood Financial Services, INC.

16 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Hopwood Financial Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

278 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$666.6M

Fee Structure

Minimum Investment:$750K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $4.0M	0.75%
$4.0M - $7.0M	0.50%
$7.0M - $10.0M	0.40%
$10M+	0.30%

HFS’s investment advisory fee is negotiable at HFS’s discretion.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Contact

Kevin James Galvin

Location

10740 Parkridge Blvd., Suite 150, Reston, VA, 20191

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Hopwood Financial Services, INC.

February 2015 - Present · 11 yrs

Previous Registrations

West Capital Management, INC.

September 2010 - January 2015 · 4 yrs 4 mos

Plainview Capital Equity Partners, LLC

August 2008 - March 2010 · 1 yr 7 mos

State Registrations3 states

MDTXVA

Advisor

Exams

No exam information available for this advisor.