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Aulden Hopper

3 Years of Experience
Mount Pleasant, SC

Aulden Hopper is a registered investment advisor at Saos Capital, LLC, based in Mount Pleasant, SC, with 3 years of industry experience. Aulden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 561 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
561 clients
Average Client Portfolio
$426K average
Assets Under Management
$239.1M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management

Saos Capital manages your investments for a fee based on a percentage of your assets. The exact percentage you pay will depend on the specific agreement. Financial planning is included at no additional cost as part of the investment management process. You will also be responsible for paying custodial fees, brokerage commissions, and other transaction fees.

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Location

410 Mill St, Suite 107, Mount Pleasant, SC, 29464

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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.

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Employment History
Current Registrations
Saos Capital, LLC
November 2022 - Present · 3 yrs 6 mos
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.