Most firms are aloof about this because they are so expensive! Fees vary greatly, but a typical financial advising fee is 1% of your assets per year. That might sound like a low percentage, but it is actually a very high fee. Many people are surprised to learn how much they are paying their financial advisor as it is often buried in the fine print of their account statements.
At Kopp Financial you can get a professionally managed portfolio for just 0.15% of assets managed. You can save thousands of dollars as compared to financial advisors from Edward Jones, Merrill Lynch, Ameriprise, or really any financial advisor you'll ever meet. Kopp Financial is simply the best value, period.
At Kopp Financial you can get a professionally managed portfolio for just 0.15% of assets managed. You can save thousands of dollars as compared to financial advisors from Edward Jones, Merrill Lynch, Ameriprise, or really any financial advisor you'll ever meet. Kopp Financial is simply the best value, period.
Services
J.D. Kopp launched Kopp Financial with the belief that all people deserve access to sound financial advice. Unfortunately, the financial advising industry is full of advisors charging super high fees and recommending inappropriate investments. J.D. built a business model that delivers high quality financial advice at a fair price.
Percentages are annualized. Quarterly billings are calculated as follows: Value of assets on last business day of quarter times percentage value divided by four. These plans are for clients that do not need managed portfolios, but would like to receive ongoing financial advice from a professional financial advisor.
Kopp Financial provides online investment advice exclusively for Wisconsin residents - for a fraction of the price charged by national FinTech firms. A great alternative to the traditional face-to-face advising relationship. Decide what type of account you would like to open. The online service provides both Roth and Traditional IRAs, as well as non-retirement accounts.
The conservative strategy aims to minimize risk and preserve the investment of capital. Funds are invested in U.S. Treasury securities, investment grade corporate bonds, and bank certificates of deposit. A very small portion may be invested in dividend yielding U.S. stocks, with the total stock allocation not exceeding 10%.
2 Traditional IRA - Another retirement account that lets you contribute pre-tax dollars. Earnings and capital gains can accumulate in the account but are taxed when you withdraw them. You also must start withdrawing funds in retirement once you reach certain age limits, and this is another reason we prefer Roth IRAs.
Reviews (1)
Amy Kopp
Aug 16, 2020
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