Kodiak Capital Advisors manages investment portfolios for individuals based on their individual needs. Kodiak develops a personal investment policy or plan with an asset allocation target and manages a portfolio based on that policy. Kodiak does not participate in wrap fee programs.
Assets Under Management$4.7M
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 2.00% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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