Joseph Hopkins
Joseph Hopkins is a registered investment advisor at Mission Retirement, based in Tomball, TX, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 148 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mission Retirement uses independent managers to manage client investments. Fees are negotiable, up to 1.80% annually, and include the independent manager's fees, which range from 0.35% to 0.50%. Fees are charged monthly, based on the average daily balance of the account for the preceding month. If you terminate the agreement early, you will receive a prorated refund.
Location
11619 Spring Cypress Road, Ste. B, Tomball, TX, 77377
Get directionsHistory
Regulatory History (3)
Regulatory
October 2021Employment Separation After Allegations
July 2021Criminal
December 1984Other Business ActivitiesSells Insurance
Joseph sells insurance products as an independent insurance agent in Tomball, TX, since 1980. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Mission Retirement
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
State Registrations2 states
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.