Paul-Bryan Zenke
Paul-Bryan Zenke is a registered investment advisor at Kodiak Investment Management LLC, based in Aitkin, MN, with 6 years of industry experience. Paul-Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $860K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Asset size $1 million to $5 million annual fee capped at $15,000.
Fee Estimator
Location
29670 440th Ave, Aitkin, MN, 56431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul-Bryan spends 70% of his time in investment sales, insurance, and advisory services through Kodiak Investment Management. He also dedicates 30% of his time to Zenke Estate Planning and Elder Law PLLC, and smaller amounts of time to other non-profit and teaching activities.
Employment History
Current Registrations
Kodiak Investment Management LLC
Previous Registrations
Kodiak Investment Management LLC
State Registrations1 state
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