Koinonia Wealth provides investment advice and management through LPL Financial. Services include investment strategy, asset allocation, and retirement planning. Financial planning is incorporated into the overall client relationship, not offered as a separate service. Brokerage services are offered through LPL Financial. Koinonia Wealth also provides consulting services to retirement plans.
Assets Under Management$100M
Clients321
Advisors1
Avg. per Client$320K
Avg. per Advisor$100M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.59% |
The specific fee is established in a written agreement with the client, up to a maximum of 1.59% annually. Financial planning fees are incorporated into the overall asset management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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