Advisor at Pochop Financial Management, Inc.
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Firm
Pochop Financial Management, Inc.
Location
South Burlington, VT 05403
Credentials
CFP®, Series 65
Industry experience
31 years
Rene Pochop is the principal and sole advisor at Pochop Financial Management, Inc. in South Burlington, VT. He holds the CFP® designation and Series 65 license, with 31 years of industry experience. He has led his independent advisory firm since 2006. Pochop Financial Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a mixed investment approach including fundamental, technical, and cyclical analysis, and manages a concentrated client base with a focus on discretionary portfolio management and consulting on retirement, estate, cash flow, and college planning.
$0 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,001+: 0.50%
$100 per hour for consulting services
Account minimum: $300,000 minimum
1233 Shelburne Road, Suite 420
South Burlington, VT 05403
New York · Vermont
Pochop Financial Management, Inc.
2006 - Present (20 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
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