The Service We Provide
As your Financial PARTNER, You may leave the details to us. This service is best for those who are too busy to manage their financial plan, or for those who prefer to have professionals manage finances on their behalf.
We can select the appropriate investments for you, perform transactions on your behalf, and help you work with other professionals such as your lawyer or insurance agent. We meet with you regularly to discuss your situation and give you updates on the business we conduct on your behalf.
We assist clients with a wide range of personal finance topics.
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 $29/month applies to balances under $100,000.