Kofi Kodua is a registered investment advisor at Clean Yield Asset Management, based in Somerset, NJ. Kofi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 257 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clean Yield Asset Management charges a percentage of your account's market value each year. The exact percentage depends on the type of account (equity or balanced) and the amount you have invested.
For clients who contracted after June 30, 2010:
- First $2,000,000 — 1.00% per year
- Next $3,000,000 — 0.75% per year
- Next $5,000,000 — 0.60% per year
- Above — Negotiated
For clients who contracted prior to June 30, 2010, the fees are different for equity and balanced accounts. These rates may be negotiated for lower fees. In very limited instances, when a client does not want his or her account actively invested, but instead held in cash for a period of time, Clean Yield will charge a flat fee of $500/year.
Location
Somerset, NJ
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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.
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Current Registrations
Clean Yield Asset Management
State Registrations6 states
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