Devin Pope is a CFP-designated registered investment advisor at Nilsine Partners, LLC, based in Cottonwood Heights, UT, with 22 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 5 more. Their firm serves 559 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Maximum annual fee is 1.80%. Fees are negotiable depending on client circumstances and account type. Minimum annual fee of $12,500 may apply to new clients.
Fee Estimator
Location
2825 E. Cottonwood Pkwy, Suite 500, Cottonwood Heights, UT, 84121
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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
Devin manages an LLC that owns rental properties, dedicating minimal time to this activity. This is not investment-related.
Employment History
Current Registrations
Nilsine Partners, LLC
Previous Registrations
Albion Financial Group
Oneamerica Securities, INC.
William Henry Crew, III Wealth Management Group, INC.
Linsco/private Ledger CORP.
State Registrations3 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.
Exams
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