KO Financial provides investment management, financial planning, and consulting services. They focus on creating portfolios to meet client needs and help clients build and preserve wealth. They offer tailored asset management services, working with clients to determine their financial circumstances, goals, and risk tolerance. They also offer financial planning services such as comprehensive financial planning, estate planning, business planning, retirement planning, and hourly financial consulting.
Assets Under Management$19M
Clients67
Advisors1
Avg. per Client$290K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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