Management Fees

Pochop Fianancial Managment, Inc. fees are calculated as follows:

  • 1% of Assets under Management on amounts up to $500,000
  • 0.75% on the next $500,000
  • .5% on amounts over $1 Million.

Non-Profit Organizations receive a 10% Discount off our Management fees.

We do not sell any investment products, or receive commissions for services. This allows us to give objective advice to the clients.

We also use no load mutual funds for our portfolios to help reduce out of pocket costs to clients.