Advisor at Cedar Valley Wealth Advisors
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Firm
Cedar Valley Wealth Advisors
Location
Cedar Falls, IA 50613
Credentials
CFP®, Series 65
Industry experience
24 years
Karla Hoppes is a CFP® with 24 years of industry experience, currently serving at Cedar Valley Wealth Advisors since 2010. She holds a Series 65 license and provides financial advisory services from Cedar Falls, IA. In addition to her advisory role, she contributes occasional support to Touchstone Tax & Accounting, a CPA firm offering accounting and tax planning services. Cedar Valley Wealth Advisors offers discretionary portfolio management, employee benefit plan consulting, and IRA fiduciary portfolio services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs a long-term, academic investment approach based on Modern Portfolio Theory, strategic asset allocation, and tax-aware implementation.
Based on Cedar Valley Wealth Advisors
Based on Cedar Valley Wealth Advisors
One-time administrative fee not to exceed $1,000 for Portfolio Management Services; one-time administrative fee up to $150 for IRA Fiduciary Advisors services; additional specified fees for account set-up, transfers, beneficiary changes, and other services
$0 - $600,000: 1.00% $600,000+: 0.50%
Client initiated contacts beyond the first hour per calendar year for Retirement Account Portfolio Management – IRA Fiduciary Advisors services charged at $100 per hour
Minimum fee: Minimum quarterly fee of $1,500 for Portfolio Management Services; minimum annual fee of $100 for Retirement Account Portfolio Management – IRA Fiduciary Advisors services Fee-only: Fees based on percentage of assets under management; no commission-based compensation; no 12b-1 fees; no performance-based fees
411 Viking Road, Suite A
Cedar Falls, IA 50613
Iowa
Cedar Valley Wealth Advisors
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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