Koala Financial manages investment portfolios and provides personalized financial planning, consulting, and pension guidance for individuals, high-net-worth clients, and businesses. The firm builds tailored investment strategies using mutual funds, exchange-traded funds, equities, and fixed income securities, with a strong focus on dimensional funds. Koala Financial helps clients navigate retirement planning, taxes, insurance, estate planning, and debt management. The team also includes professionals with backgrounds in accounting, law, insurance, and real estate, offering clients multi-disciplinary expertise.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...