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Alan Hopkins

Advisor at Manchester Financial Inc

Updated today

Location

Fernandina Beach, FL

Credentials

Series 63

Industry experience

28 years

About

Alan Hopkins is a financial advisor at Manchester Financial Inc with 28 years of industry experience. He holds a Series 63 designation and has been with Manchester Financial since 1995. In addition to his advisory role, he owns Hopkins Consulting Florida LLC, where he provides business consulting services focused on company growth. Manchester Financial offers portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, including stocks, bonds, ETFs, structured products, and private/alternative investments.

Client services

Based on Manchester Financial Inc

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Consulting services

Expertise

Based on Manchester Financial Inc

Real estate investing Private / alternative investments

Fee options

Fixed

Flat fees charged for 1031 exchange consulting services based on scope, size and complexity

Percentage

Up to 1.25% annually

Commissions

Commission-based compensation from insurance products purchased through the firm, separate from advisory fees

Project-based

$250 to $500 per hour depending on consulting services and complexity

Performance-based

Performance-based fees may be charged for certain private offerings as disclosed in offering materials

Other

Account minimum: $500,000

Location

Fernandina Beach, FL

Most active in

California · Florida · Texas

Work history

Hopkins Consulting Florida Llc

2023 - Present (3 years)

Manchester Financial Inc.

1995 - Present (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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