Kodiak Investment Management offers financial advisor services based on modern portfolio theory, risk modeling, and market assessments. They create investment plans and manage client portfolios by identifying optimal asset classes, efficient investments, ideal asset mixes based on risk tolerance, and rebalancing strategies. Kodiak tailors its services to individual client needs using questionnaires and interviews to assess risk tolerance. They manage client assets on both a discretionary and non-discretionary basis.
Assets Under Management$860K
Clients23
Advisors1
Avg. per Client$37K
Avg. per Advisor$860K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Asset size $1 million to $5 million annual fee capped at $15,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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