James Kropog is a CFP-designated registered investment advisor at Kropog Financial Group, LLC, based in Mandeville, LA, with 41 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 221 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kropog Financial charges a percentage of your portfolio each year for wealth management services. The exact percentage depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Kropog Financial, but it will not exceed 2.00% annually. This fee includes normal trading costs. Fees may be negotiable.
Location
2895 Highway 190 Ste 205, Mandeville, LA, 70471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates Kropog Financial Group, LLC as a DBA for his LPL business since 2011. He is also a registered investment advisor with Kropog Financial Group, LLC, dedicating nearly full-time hours to providing financial plans and services.
Employment History
Current Registrations
Kropog Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
MML Investors Services, INC.Broker
Washington Square Securities, INC.Broker
Fsc Securities CorporationBroker
Transamerica Financial Resources, INC.Broker
Guardian Investor Services CorporationBroker
Princor Financial Services CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.