Nicholas Hopwood
Advisor at Peak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Peak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Plymouth, MI 48170
Credentials
CFP®, Series 63
Industry experience
25 years
Nicholas Hopwood is a CFP® with 25 years of industry experience, currently serving at Peak Wealth Management, LLC where he has worked since 2013. He has also held roles at Mutual Securities, Inc. and Regulus Advisors. Outside of advisory work, he is a member and passive investor in a fitness business. Peak Wealth Management serves individual clients, including high-net-worth households, providing financial planning and discretionary portfolio management through a wrap-fee program that uses institutional strategists on the Envestnet platform. The firm combines fundamental and technical analysis in its investment process and manages approximately $352 million in discretionary assets.
Based on Peak Wealth Management, LLC
Financial coaching fees from $3,500 to $10,000, negotiable
$0 - $3,000,000: 1.00% annually $3,000,001+: 0.75% annually
Advisers registered with Mutual Securities, Inc. may sell securities for commissions; also receive 12b-1 fees from mutual funds sold outside advisory portfolios
Account minimum: $500,000 Minimum fee: Financial coaching fixed fee ranges from $3,500 to $10,000, negotiable
41011 Ann Arbor Road
Plymouth, MI 48170
Florida · Michigan · Ohio · Texas
Mutual Securities, inc.
2019 - Present (7 years)
Regulus Advisors
2015 - 2019 (4 years)
Peak Wealth Management, LLC
2013 - Present (13 years)
Peak Wealth Management, LLC
2010 - Present (16 years)
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