Kozak & Tripp Private Asset Management helps clients build, manage, and protect their wealth. They offer investment management services, managing accounts on both a discretionary and non-discretionary basis, primarily using equities, ETFs, mutual funds, cash, and debt securities. While they work with all clients to understand their financial objectives, they may charge separate fees for the preparation of a formal financial plan. They also provide consulting services on a limited basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fees as a percentage of assets under management is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fee payments may be negotiated.