Advisor at Synovus Securities, Inc.
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Location
Birmingham, AL 35209
Credentials
Series 66
Industry experience
5 years
Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.
Based on Synovus Securities, Inc.
Based on Synovus Securities, Inc.
Flat fees for financial planning engagements, typically $1,500 and up depending on complexity; flat fee arrangements for advisory accounts may also be negotiated.
$0 - $500,000: 1.40% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $0 - $500,000: 1.26% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.16% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $1,000,001 - $2,000,000: 1.06% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $2,000,001+: 0.96% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $0 - $500,000: 1.30% paid to SSI plus 0.25% to 0.35% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.20% paid to SSI plus 0.23% to 0.30% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $1,000,001 - $2,000,000: 1.10% paid to SSI plus 0.20% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $2,000,001+: 1.00% paid to SSI plus 0.15% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $0 - $500,000: 1.15% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program, minimum $15,000) $500,001 - $2,000,000: 1.05% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $2,000,001+: 0.95% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $0 - $500,000: 1.46% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program, minimum $100,000) $500,001 - $1,000,000: 1.36% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $1,000,001 - $2,000,000: 1.26% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $2,000,001+: 1.16% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $0 - $500,000: 1.40% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program, minimum $100,000) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program)
Commission-based compensation for brokerage accounts and insurance product sales.
Hourly financial planning services at rates from $150 to $300 depending on complexity and advisor experience.
Account minimum: $15,000 Minimum fee: Minimum annual fee of $500 for Variable Insurance Contract Program. Fee-only: Financial planning fees starting at $1,500 per comprehensive plan or $150 to $300 per hour depending on complexity; fees negotiable.
800 Shades Creek Parkway
Birmingham, AL 35209
Alabama
Synovus Securities, Inc.
2023 - Present (3 years)
Morgan Stanley
2020 - 2023 (3 years)
Morgan Stanley
2019 - 2019 (1 year)
Camp Mac
2018 - 2018 (1 year)
Camp Mac
2017 - 2017 (1 year)
University of Alabama
2015 - 2020 (5 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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