Kopkin Capital Management, LLC (KCM) actively manages client investments, primarily in stocks and exchange traded funds (ETFs). KCM aims for aggressive growth, which may involve substantial risk. KCM uses a proprietary trading methodology to identify securities poised for a rise. KCM has discretionary authority to make buy and sell decisions without client approval. KCM may invest in inverse or leveraged ETFs, ETNs, closed-end funds, or options. Clients cannot impose restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 5.88% |
Fee is 1.47% per quarter, equivalent to 5.88% annually. The fee schedule is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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