Poplar Global Wealth Management provides investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, and other business types. PGWM offers comprehensive portfolio management through wrap fee accounts and pension consulting services. The firm provides individualized investment advice and clients can place reasonable restrictions on their investments within the wrap fee program.
Fee Structure
Poplar Global Wealth Management offers investment management through wrap fee accounts. Please see the Wrap Fee Program Brochure for complete information regarding this advisory service. Clients who opt into electronic delivery of statements or maintain at least $1 million in assets at Fidelity will not be charged transaction fees for U.S. listed equities and exchange traded funds. Clients who do not meet either criteria will be subject to transaction fees charged by Fidelity for U.S. listed equities and exchange traded funds.