Koda Capital Management is a registered investment advisor based in California that offers ongoing portfolio management and financial planning services. Koda Capital Management helps clients build personalized investment strategies, manage asset allocation, and select securities that align with their specific goals and risk tolerance. The firm primarily recommends equities, mutual funds, exchange-traded funds, fixed income securities, real estate funds, and insurance products. In addition to managing investments, Koda Capital Management provides standalone financial planning covering areas such as retirement, taxes, life insurance, college savings, and debt management. The firm works with individuals and high-net-worth clients, maintaining a minimum investment requirement of $50,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are generally negotiable and calculated using the average daily balance of the account throughout the billing period.