CP
CP

Christopher Popso

8 Years of Experience
Austin, TX

Christopher Popso is a registered investment advisor at Meridian Wealth Advisors, LLC, based in Austin, TX, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 318 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
318 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$2.5M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.60%
$10.0M - $20.0M0.55%
$20M+0.55%

Fee is negotiable for amounts over $20,000,000. Certain legacy clients may be billed under a different fee schedule. The total blended fee, including the Advisor’s fee and the TPMM’s fee, will not exceed 2.00% annually.

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

3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher works as an independent contractor for MyTennisLessons LLC, providing tennis lessons, dedicating a few hours per week. He also operates a sole proprietorship as a tennis instructor, spending minimal time on this activity.

Employment History
Current Registrations
Meridian Wealth Advisors, LLC
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Pimco Investments LLCBroker
July 2020 - July 2022 · 2 yrs
Blackrock Investment Management, LLC
August 2018 - September 2020 · 2 yrs 1 mo
Blackrock Investments, LLCBroker
August 2018 - July 2020 · 1 yr 11 mos
Bb&t Securities, LLC
March 2018 - August 2018 · 5 mos
Bb&t Securities, LLCBroker
December 2017 - August 2018 · 8 mos
State Registrations1 state
TX
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.