Hopwood Financial Services is an independent registered investment advisor founded in 2003 and located in Reston, Virginia. The firm provides customized investment management and financial planning services primarily to high-net-worth individuals, families, trusts, estates, and retirement plans. Hopwood Financial Services builds diversified portfolios using domestic and international stocks, bonds, mutual funds, and exchange-traded funds. The firm operates as a fee-only advisor, meaning it is legally required to act in your best interest and does not earn commissions on product sales. In addition to managing portfolios, Hopwood Financial Services offers standalone financial planning covering estate, tax, and insurance topics, as well as pension consulting for retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable based on factors such as asset size, portfolio composition, and scope of services. Institutional Bond Program adds up to 0.11% annually.
