PS
CFP
PS
CFP

Pedrom Sadeghi

1 Year of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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 ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.75%
$4.0M - $7.0M0.50%
$7.0M - $10.0M0.40%
$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
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Location

Herndon, VA

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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
Hopwood Financial Services, INC.
May 2024 - Present · 1 yr 9 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Pedrom Sadeghi - Financial Advisor | TrueAdvisor