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:
920.403.0534
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.