Koa Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, families, and businesses. Financial planning covers areas like business planning, cash flow, estate planning, and tax strategies. Investment management involves managing client portfolios using mutual funds, ETFs, and individual securities. Retirement plan consulting assists plan sponsors in managing their corporate retirement plans.
Assets Under Management$250M
Clients160
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The management fee for privately placed securities is the lower of either 0.75% or the base fee, as determined by the client's overall portfolio value. Fees may be negotiable for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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