The Service We Provide
As your Financial COUNSELOR, we create plans to keep your financial life in order, enabling you to secure a comfortable retirement or reach other financial goals. This service is best for those who need help managing their finances, but enjoy staying involved in some of the details. We assist clients with a wide range of personal finance topics.
In our early meetings, we start by learning about you, your family, your goals and dreams. We review the accounts you hold, your sources of income, any real estate holdings, and other relevant details. We learn about your risk tolerance and the investments you are comfortable with. We then engage with you to create a comprehensive financial plan and keep you on track with it through the years. You approve all transactions and can give us instructions at any time.
What You Pay
You pay a single fee to Kopp Financial. Fees are based on the value of your assets as follows:
Percentages are annualized. Quarterly billings are calculated as follows: Value of assets on last business day of quarter times percentage value divided by four. Minimum pricing of $19/month applies to balances under $80,000.