POPA FINANCIAL SERVICES, INC. provides financial planning and investment management services to individuals, families, pension and profit-sharing plans, trusts, estates, financial institutions, non-profit organizations, and businesses. The firm offers advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Clients make the final investment decisions, and POPA FINANCIAL SERVICES, INC. does not act as a custodian of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
For options strategies, the fee is negotiated and ranges from 1% to 2% of assets. For alternative assets held outside a brokerage account, the fee is negotiated and ranges from 0.5% to 1% of assets. Current client relationships may exist where the fees are higher or lower than the fee schedule above.