Kevin Galvin is a CFA, CFP-designated registered investment advisor at Hopwood Financial Services, INC., based in Reston, VA, with 17 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 278 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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% |
Client assets managed through the Institutional Bond Program will be subject to an additional annual fee of up to 0.11%, paid to the Independent Manager. HFS’s investment advisory fee is negotiable at HFS’s discretion.
Fee Estimator
Contact
Kevin Galvin
Location
10740 Parkridge Blvd., Suite 150, Reston, VA, 20191
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Regulatory History
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.
Previous Registrations
West Capital Management, INC.
Plainview Capital Equity Partners, LLC
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.
Exams