Poplar Global Wealth Management offers comprehensive portfolio management through wrapped accounts, where all costs are bundled, and pension consulting services for employer retirement plans. The firm provides individualized investment advice, allowing clients to place reasonable restrictions on their portfolios. Led by sole owner Darrell Young, Poplar Global Wealth Management emphasizes fundamental and technical analysis, long-term and short-term purchasing strategies, and conservative cash management. The firm also assists retirement plan sponsors with investment options, plan structure, and participant education.
Fee Structure
Poplar Global Wealth Management provides portfolio management through a bundled fee program. Please refer to their separate wrap fee program brochure for complete details on investment management fees.