Kopion Asset Management, LLC

Fee-Only (% of Portfolio)

Kopion Asset Management manages investment accounts for individuals, aiming for growth through a diversified portfolio of publicly traded common stocks. Kopion uses fundamental analysis to select stocks and typically holds them for three or more years. Kopion uses a model portfolio approach, applying the same allocation to all clients. Kopion does not provide financial planning or manage fixed income investments, focusing solely on equity investing.

Assets Under Management$140M
Clients14
Advisors2
Avg. per Client$10M
Avg. per Advisor$71M

Fee Structure

Minimum Investment:$130K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $10.0M0.80%
$10M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Kopion Asset Management, LLC | TrueAdvisor