No one wants to waste time with complicated pricing, so let's get right to the point...
Kopp Financial Partner Plans
These plans are for clients that need managed portfolios. You pay a single fee to Kopp Financial. Fees are based on the value of your assets as follows:
< $250,000 in Assets - 0.35%
$250,000 to $500,000 in Assets - 0.25%
> $500,000 in Assets - 0.15%
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 ($87/quarter) applies to balances under $100,000.
Kopp Financial Coach Plans
These plans are for clients that do not need managed portfolios, but would like to receive ongoing financial advice from a professional financial advisor.
$26/month, billed quarterly
Kopp Financial Guarantee
Kopp Financial fees are guaranteed to be the lowest available in Wisconsin. Kopp Financial will match any competitor's advising fee.