Koob Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans covering topics like retirement, insurance, and taxes. You're responsible for deciding whether to implement their recommendations. Koob Wealth Management also offers consultations for specific financial planning issues.
Fee Structure
Koob Wealth Management charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on factors like the type of client and the complexity of their situation. The annual fee will be between 0.20% and 1.00%. There is a minimum account size of $15,000. You can have the fees deducted from your account or pay them directly.