Klopp Investment Management is a registered investment advisor located in Cleveland, Ohio, that manages investment portfolios for individuals, charitable organizations, trusts, and retirement plans. Klopp Investment Management focuses primarily on large-cap equity, balanced portfolios, equity income, fixed income, and total world equity strategies. The firm's main goal is capital preservation combined with growth, typically building portfolios consisting of 20 to 30 individual holdings. Klopp Investment Management tailors its services to each client's specific personal, family, and retirement needs, and has the authority to make trades on a discretionary basis without needing prior approval for every transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are billed quarterly in arrears.