Patrick Pope
Patrick Pope is a registered investment advisor at Hg Tailored Financial Services, based in Dallas, TX, with 9 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 312 clients with $79M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
14180 Dallas Parkway, Suite 500, Dallas, TX, 75254
Get directionsHistory
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 ActivitiesSells Insurance
Patrick operates HG Tailored Financial Services, LLC as a DBA for his LPL business and as a Registered Investment Advisor Hybrid, spending nearly full-time on these activities. He also engages in non-variable insurance activities, dedicating a few hours per week.
Employment History
Current Registrations
Hg Tailored Financial Services
LPL Financial LLCBroker
Previous Registrations
Davis, Glenn, & Glover Wealth Management Services, LLC
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
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.