Kooman & Associates offers investment management and financial planning services. For investment management, they work with you to understand your goals and then recommend how to allocate your investments, primarily using stocks, bonds, mutual funds, and exchange traded funds. They monitor your account and make adjustments as needed. They also offer financial planning on a standalone basis, covering topics like estate planning and insurance. They may recommend other professionals like attorneys or accountants, but you're free to choose your own.
Assets Under Management$470M
Clients328
Advisors8
Avg. per Client$1.4M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Additional consulting fee may apply for accounts under $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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