Jamieson Hopp is a CFP-designated registered investment advisor at Millennial Wealth, based in Fall City, WA, with 5 years of industry experience. Jamieson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 229 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Millennial Wealth offers investment management as part of its comprehensive financial planning service. For smaller accounts (under $500,000), MW charges a fixed annual fee ranging from $2,000 to $30,000, billed monthly or quarterly. For accounts of $500,000 or more, MW charges a percentage of the assets under management, up to 1.50% annually. The exact percentage is negotiable and stated in the advisory contract. Fees are paid monthly or quarterly.
Contact
Jamieson Hopp
Location
Fall City, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Millennial Wealth
Previous Registrations
Vintage Financial Services 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.
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Additional Information
Jamieson is also a part of XY planning network, an organization committed to helping support fee-only financial planning firms that serve gen x and gen y clients and their particular needs.