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:
< $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.
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.
$29/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.