28 Years of Financial Experience:
Pochop Financial Management, Inc. fees are calculated as follows:
1% of Assets Under Management on amounts up to
$500,000; 0.75% on the next $500,000; and 0.5% 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 enables us to give objective advice to our clients.
We also use no load mutual funds for our portfolios to help reduce out-of-pocket costs to clients.