Hopkins Investment Management
Schedule of our Fees
  1. Investment Management Fees per year:

    $0 - $250,000 = 1.5%
    $250,001 - $500,000 = 1.25%
    $500,001 - $1,000,000 = 1.00%
    $1,000,001 - $2,000,000 = .8%
    $2,000,001 and above = .5%


  2. Preparation of Comprehensive Financial Plan

    $2,900 - $4,000 depending on complexity.


  3. Hourly rate for consulting

    $175 - $250 per hour depending on complexity.

    We do not have set minimums. Our typical client has between $250,000 and $5,000,000 under our management. We will consider managing amounts less than $250,000 on a case by case basis.
 

cfplogo napfolrgmdmedallion

WEB SOLUTION
KALEMANZI GFX		 ARTWORK
7GENESIS