Kopka Financial, LLC offers personalized financial planning and investment advisory services. They work with clients to determine their financial objectives and risk tolerance, then develop a tailored investment strategy. Services include portfolio management and financial planning, covering a range of topics from broad-based planning to single-subject consultations. Kopka Financial also offers financial consulting services on specific financial topics.
Assets Under Management$19M
Clients43
Advisors1
Avg. per Client$440K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M+ | 0.90% |
For accounts less than $100,000, a flat fee of $1,500 is charged, capped at 2.00%. Fees are negotiable depending on client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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