Anna Popke is a CFP-designated registered investment advisor at Majestic Oak Financial, LLC, based in Round Rock, TX, with 21 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 84 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts of $3,000,000 and above. Client extended family household accounts may be aggregated to qualify for a lower fee. Family members of Majestic Oak Financial, LLC employees will receive a discounted fee. A minimum quarterly fee of $12.50 is imposed for aggregated accounts under $5,000. A fee of $25 per quarter is imposed for aggregated accounts of $5,001 to $10,000.
Fee Estimator
Location
Round Rock, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anna is a partner in Bama Properties LLC, a residential real estate rental company, since 1996, dedicating minimal time to bookkeeping. She is also a partner in Bany Properties LLC & Todi Land Development Corp, commercial real estate rental companies, since 2007, with minimal duties.
Employment History
Current Registrations
Majestic Oak Financial, LLC
Previous Registrations
Premier Financial Planning
State Registrations4 states
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