Hopwood Financial Services, INC.
Assets Under Management
$666.6M
Number of Clients
278
Number of Advisors
5
Average Client AUM
$2.4M
AUM per Advisor
$133.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hopwood Financial Services offers discretionary investment advisory services on a fee-only basis. They provide customized investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, and retirement plans. They invest in stocks, bonds, mutual funds, and ETFs.
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
—
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Loading...
Location
10740 Parkridge Blvd., Suite 150, Reston, VA, 20191
