Ryan Pope
Ryan Pope is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Atlanta, GA, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 6,308 clients with $18B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Rates shown are for wealth management. Portfolio management rates are lower (starting at 0.80%). Minimum quarterly fee of $3,000 generally applies for wealth management and $2,500 for portfolio management.
Fee Estimator
Contact
Ryan Pope
Location
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA, 30342
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Harmon Financial Advisors
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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
Additional Information
Ryan has been working in the wealth management industry since 2007. Ryan previously worked as a Financial Planner with a financial advisory firm in Georgia. During his time there he regularly met with clients for comprehensive reviews of their existing financial plans to gauge whether they were on track to meet their goals. Additionally, he assisted with investment research and portfolio design. Ryan has been working in the wealth management industry since 2007. Ryan previously worked as a Financial Planner with a financial advisory firm in Georgia. During his time there he regularly met with clients for comprehensive reviews of their existing financial plans to gauge whether they were on track to meet their goals. Additionally, he assisted with investment research and portfolio design. Ryan earned a Bachelor of Business Administration in Banking and Finance, as well as a Bachelor of Science in Family and Consumer Sciences with a concentration in Family Financial Planning, both from the University of Georgia (UGA). He is a CERTIFIED FINANCIAL PLANNER™ professional and is currently a CFA Level II candidate. Ryan is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Ryan also serves on the UGA Financial Planning Alumni Advisory Board and is a member of the 1% Giving Club. Members of the 1% Giving Club agree to designate 1% of their income to the Financial Planning Fund. The fund gives students enrolled in the Financial Planning Program at UGA unique opportunities for professional development including participation in professional conferences, and national competitions.
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