Appointments & Account Access

Kopp Financial clients with managed portfolios may access their accounts via Schwab Alliance: 

Kopp Financial clients may schedule appointments by contacting J.D. via email or phone:


Kopp Financial Fees:

< $150,000 in Assets - $44/month, billed quarterly

> $150,000 in Assets - 0.35%

Percentages are annualized.  Quarterly billings are calculated as follows:  Value of assets on last business day of quarter times .0035 divided by four.