Konza Global Advisory offers portfolio management tailored to individual client goals, including creating an investment policy statement. They also provide pension consulting services, including investment objective guidance and manager recommendations. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. Konza Global Advisory generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable.