Pflug Koory, LLC offers investment management services, educating clients about investments, reviewing existing investments, identifying financial goals, assessing risk tolerance, developing investment policies, implementing and monitoring those policies, handling administrative tasks, performing research, placing trades, reconciling accounts, providing quarterly reports, assisting with tax preparation, and meeting periodically to review and adjust portfolios. They primarily focus on stocks, bonds, and mutual funds.
Assets Under Management$350M
Clients124
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for net assets greater than $5,000,000. Minimum annual fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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