Jeffrey Pope is a registered investment advisor at Fourpath Capital Management, LLC, based in Oklahoma City, OK. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 821 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard annual fee is generally as much as 1.25% of assets under management, with a minimum fee of 0.10%. Fees are negotiable. Wells Fargo programs have separate fee schedules up to 2.00%.
Fee Estimator
Location
4727 Gaillardia Parkway, Suite 120, Oklahoma City, OK, 73142
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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
Fourpath Capital Management, LLC
State Registrations1 state
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
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