Benjamin Hooper is a CFP, ChFC-designated registered investment advisor at Comal Wealth Management, based in New Braunfels, TX, with 16 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 41 clients with $33M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Contact
Benjamin Hooper
Location
2967 Oak Run Parkway, Suite 505 #11, New Braunfels, TX, 78132
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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 →Employment History
Current Registrations
Comal Wealth Management
Previous Registrations
USAA Investment Services Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
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.
Exams
Additional Information
We serve clients that are approaching retirement, value expert advice and have diligently invested $500,000+ towards retirement. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully.