Jake Popoff is a registered investment advisor at Hcm Wealth, based in San Rafael, CA, with 5 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 290 clients with $880M 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable under certain circumstances. There is a $10,000 minimum annual management fee for new clients and clients that no longer meet the minimum portfolio requirement.
Fee Estimator
Location
1101 Fifth Avenue, Suite 160, San Rafael, CA, 94901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hcm Wealth
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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