HH
CFA · CFP
HH
CFA · CFP

Herbert Gladstone Hopwood

22 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
278 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$666.6M

Fee Structure

Minimum Investment:$750K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.75%
$4.0M - $7.0M0.50%
$7.0M - $10.0M0.40%
$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
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Location

10740 Parkridge Blvd., Suite 150, Reston, VA, 20191

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Hopwood Financial Services, INC.
August 2003 - Present · 22 yrs 6 mos
Previous Registrations
West Financial Services INC
January 2003 - August 2003 · 7 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
Herbert Gladstone Hopwood - Financial Advisor | TrueAdvisor