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William Hopke

Advisor at Ballardsville Investment Advisors

Updated today

Location

Charles City, VA 23030

Credentials

Series 65

Industry experience

10 years

About

William Hopke is a financial advisor at Ballardsville Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Financial Group, LLC. Outside of advising, he co-owns Ballardsville Farm with his wife, where they engage in light farming activities. Ballardsville Investment Advisors offers investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm employs an individualized asset-allocation approach incorporating fundamental, charting, and technical analysis, and is notable for sponsoring a wrap-fee program and using derivatives within separately managed accounts.

Client services

Based on Ballardsville Investment Advisors

Portfolio management

Expertise

Based on Ballardsville Investment Advisors

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management General retirement planning

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Fee options

Fixed

Fixed fees ranging from $400 to $2,000 for written financial plans

Percentage

$0 - $2,000,000: 1.5% $2,000,001+: 1.0%

Project-based

Up to $200/hour for financial planning services

Other

Fee-only: Fixed fees from $400 to $2,000 for financial planning services; hourly fee up to $200/hour

Location

15500 The Glebe Lane

Charles City, VA 23030

Most active in

Virginia

Work history

Ballardsville Investment Advisors

2017 - Present (9 years)

Harvest Financial Group, LLC

2015 - 2017 (2 years)

Ballardsville Farm

2014 - Present (12 years)

Disclosures

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

Business activities & affiliations

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Jeffrey D

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Williamsburg, VA

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