Pope Wealth Planning provides investment advice and financial planning services to individuals and business owners. They create investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. They also offer project-based financial planning on topics like retirement, risk management, college savings, and estate planning, as well as ongoing comprehensive financial planning.
Assets Under Management$46M
Clients49
Advisors1
Avg. per Client$930K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. When an Outside Manager is used, the above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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