Koga Capital Management (KCM) offers investment management and financial planning services. KCM develops a personalized investment plan based on your goals and risk tolerance, and manages a portfolio based on that plan. KCM also offers financial planning, which includes evaluating your current and future financial state, and can address areas like business planning, cash flow and debt management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning strategies. KCM may recommend third-party professionals but does not receive compensation from them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.85% |
These rates are for Investment Management Services only. Wealth Management Services (which include financial planning) have a different fee schedule: Up to $2M: 1.25%, Over $2M: 1.10%. Fees are negotiable.