Hopwood Financial Services offers investment management and financial planning services to high-net-worth individuals, trusts, estates, and retirement plans. Hopwood Financial invests client assets in stocks, bonds, mutual funds, and exchange traded funds. Financial planning covers investment and non-investment related matters. Hopwood Financial may recommend other professionals for implementation purposes, but the client has discretion over these decisions.
Assets Under Management$670M
Clients278
Advisors6
Avg. per Client$2.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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