Alan Popa is a registered investment advisor at Popa Financial Services, INC., based in Bethel Park, PA, with 23 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $11M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
For options strategies, the fee is negotiated and ranges from 1% to 2% of assets. For alternative assets held outside a brokerage account, the fee is negotiated and ranges from 0.5% to 1% of assets. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
105 Broughton Road, 2nd Floor, Bethel Park, PA, 15102
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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
Alan is the president of POPA & Associates, PC, a full-service accounting firm, dedicating nearly full-time hours to this role. He is also a member of MAP Property Holdings, LLC and VP & Secretary of PB Property Development, Inc, both real estate holding companies, dedicating minimal time to each.
Employment History
Current Registrations
Popa Financial Services, INC.
State Registrations1 state
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