Anthony Pope is a CFA-designated registered investment advisor at Nisa Investment Advisors, LLC, based in St. Louis, MO, with 28 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 440 clients with $340B 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 |
|---|---|
| Any | 0.10% |
Rates vary by strategy (e.g., U.S. Government Fixed Income at 0.10% on first $500M, Credit Fixed Income at 0.225% on first $100M, Aggregate Index at 0.125% on first $1.5B, Custom Credit at 0.30% on first $50M, Direct Indexing Equity at 0.20% on first $100M). Balances above initial tiers are negotiable. Firm frequently requires a minimum quarterly or annual fee.
Fee Estimator
Location
7676 Forsyth Blvd Suite 1100, St. Louis, MO, 63105-4141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anthony has a passive ownership interest in Lindcrest Properties LLC, which owns and manages rental properties, and he owns interests in EKNK Financing LLC (which lends funds to Lindcrest Properties) and Then There Was One, LLC (which owns interests in restaurants/bars). He is also a volunteer member of the John Burroughs School investment committee, dedicating minimal time.
Employment History
Current Registrations
Nisa Investment Advisors, LLC
State Registrations1 state
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.
Exams
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