Theodore Poppe is a CFA-designated registered investment advisor at Grey Fox Wealth Advisors, LLC, based in Rockland, DE, with 10 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 276 clients with $540M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Location
100 South Rockland Falls Road, Rockland, DE, 19732
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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 →Employment History
Current Registrations
Grey Fox Wealth Advisors, LLC
Previous Registrations
Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC
Brinker Capital Investments, LLC.
Brinker Capital INC
Brinker Capital Securities, LLCBroker
Brighthouse Securities, LLCBroker
Metlife Investors Distribution CompanyBroker
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.