Ryan Pope
Ryan Pope is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Atlanta, GA, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 6,106 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
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.