Alan Hopkins
Alan Hopkins is a registered investment advisor at Manchester Financial INC, based in Fernandina Beach, FL, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,007 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual advisory fee will not exceed 1.25% of account assets under management. Advisory fees are negotiable.
Fee Estimator
Location
Fernandina Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
Alan is the owner of Hopkins Consulting Florida LLC, a business consulting firm, since March 2023. He dedicates a few hours per week to this activity, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Manchester Financial INC
Previous Registrations
Wealth Enhancement & Preservation, INC.
Manchester Financial INC
State Registrations3 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.