Pochop Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pochop Financial Management provides investment advisory and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and business entities. Services include discretionary portfolio management and limited consulting on retirement, estate, cash flow and college-planning matters, with regular reporting to clients.
The firm begins with an initial interview and data-gathering process to set objectives and typically allocates assets among individual equities, fixed income and mutual funds. Its investment process draws on a mix of fundamental, technical/charting and cyclical analysis, conducts ongoing account reviews, and uses an institutional custody and trade-execution platform.
As a single-advisor firm managing roughly $37 million for about 70 clients, Pochop Financial Management operates with a relatively concentrated client base and a small advisory team. The firm’s principal holds professional credentials, the firm enforces a written Code of Ethics, does not participate in soft-dollar arrangements, and does not vote client proxies (clients receive proxy materials directly).
Client services
Expertise
Fee options
$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
Main office
1233 Shelburne Road, Suite 420
South Burlington VT 05403
Advisors at this office
1
Most active in
New York · Vermont
Also doing business as
Peak Financial Management, Inc. · Pochop Financial Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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