William Hopke
William Hopke is a registered investment advisor at Ballardsville Investment Advisors, based in Charles City, VA, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 144 clients with $25M 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 $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable depending on account size and investment goals.
Fee Estimator
Location
15500 the Glebe Lane, Charles City, VA, 23030
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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 →Other Business Activities
William co-owns Ballardville Farm with his wife and engages in light farming activities. This activity is not investment-related.
Employment History
Current Registrations
Ballardsville Investment Advisors
Previous Registrations
Harvest Financial Group, LLC
Harvest Financial Group, LLC
State Registrations1 state
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.