Klopp Investment Management (KIM) manages investment portfolios for various clients, including individuals, charitable organizations, trusts, and retirement plans. KIM creates portfolios based on client needs and goals, considering factors like family, education, and retirement. KIM invests in large-cap, high-quality stocks and bonds, aiming for capital preservation and appreciation through diversification. KIM may participate in wrap fee programs as a sub-advisor.
Assets Under Management$110M
Clients127
Advisors2
Avg. per Client$850K
Avg. per Advisor$54M
Fee Structure
Investment management only (planning not offered)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...