KOI Portfolio Management provides wealth management services, including financial planning and investment management, to individuals, high-net-worth individuals, trusts, and estates. KOI creates customized investment strategies based on client goals, risk tolerance, and financial situations. KOI may use exchange-traded funds, mutual funds, individual stocks and bonds, and other investments to meet client needs.
Assets Under Management$63M
Clients37
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees may be negotiable. Certain Clients may be offered a fixed rate fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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