JP
JP

Jordon Popp

10 Years of Experience
Pittsburgh, PA
1 Disclosure

Jordon Popp is a registered investment advisor at Quattro Advisors L.L.C., based in Pittsburgh, PA, with 10 years of industry experience. Jordon 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 331 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
331 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$516.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.20% to 1.5% based on the value of your portfolio, per annum. Certain clients may have more favorable fee arrangements depending on the amount invested, including a flat annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

3495 Butler Street, Suite 100, Pittsburgh, PA, 15201

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2004
Final Disposition
Employment History
Current Registrations
Quattro Advisors L.L.C.
May 2015 - Present · 11 yrs
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.