Pochop Financial Management offers investment advisory services, managing investment portfolios for individuals, pension and profit sharing plans, trusts, and business entities. Services are tailored to each client's needs, starting with an interview and questionnaire to understand their financial situation and investment goals. Clients receive quarterly reports and can contact Rene Pochop anytime to discuss their account.
Assets Under Management$37M
Clients71
Advisors1
Avg. per Client$520K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Pochop Financial Management may charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...