One Hopper Asset Management offers ongoing asset management services, providing investment monitoring and management on a discretionary basis. Investment advice is tailored to individual needs, with client-imposed restrictions considered. The firm also offers financial planning and consulting services, providing guidance on specific financial topics or asset allocation. Clients are not obligated to act on recommendations or implement them through One Hopper.
Assets Under Management$52M
Clients74
Advisors2
Avg. per Client$700K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
All fees are subject to negotiation and will never exceed the referenced fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...