Kopp Financial offers investment advice and financial planning, documenting client financial situations, establishing goals, making investment recommendations, implementing strategies, and tracking progress. Recommendations are customized based on risk tolerance, income needs, and time horizon. Financial planning may include budget management and insurance advice, but Kopp Financial doesn't recommend specific insurance products.
Assets Under Management$1.7M
Clients11
Advisors1
Avg. per Client$150K
Avg. per Advisor$1.7M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Minimum pricing for balances under $150,000 is $44/month ($29 for seniors).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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