Pope Asset Management has been providing investment supervisory services since 2000. Pope develops investment strategies and manages client assets, primarily on a discretionary basis in separately managed accounts. Pope also establishes and manages investment funds. The firm uses a global investment approach, considering securities from different asset classes and geographical locations.
Assets Under Management$110M
Clients59
AdvisorsN/A
Avg. per Client$1.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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