Anna Popke is a CFP-designated registered investment advisor at Majestic Oak Financial, LLC, based in Round Rock, TX, with 22 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 84 clients with $51M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts of $3,000,000 and above, as well as for certain employer retirement plans and employee family members. Family household accounts may be aggregated.
Fee Estimator
Location
Round Rock, TX
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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
Anna is a partner in Bama Properties LLC, a residential real estate rental company, since 1996, dedicating minimal time to bookkeeping. She is also a partner in Bany Properties LLC & Todi Land Development Corp, commercial real estate rental companies, since 2007, with minimal duties.
Employment History
Current Registrations
Majestic Oak Financial, LLC
Previous Registrations
Premier Financial Planning
State Registrations4 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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