Pochop Financial Management manages investment portfolios for individuals, retirement plans, trusts, and businesses. Headquartered in South Burlington, Vermont, the firm was founded in 2006 by Rene Ann Pochop. Pochop Financial Management builds customized investment portfolios using individual stocks, bonds, and mutual funds tailored to each client's specific goals and risk tolerance. In addition to managing investments, Pochop Financial Management offers consulting services covering retirement planning, estate planning, risk management, cash flow, and college savings. Clients receive quarterly reports and have direct access to the firm's president for ongoing portfolio reviews.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are prorated and paid quarterly in advance. Fees may be negotiable at the firm's sole discretion.