Koa Wealth Management, LLC
Assets Under Management
$231.1M
Number of Clients
161
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$115.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Koa Wealth Management provides financial planning, investment management (discretionary and non-discretionary), and retirement plan consulting services. They allocate assets among mutual funds, ETFs, and individual securities. They also advise on legacy positions and assets held in employer-sponsored retirement plans. Services are tailored to individual client needs.
Fee Structure
Financial planning fees range from $500 to $50,000 on a fixed fee basis and/or $250 to $500 on an hourly basis. Investment management fees will not exceed 1.25% of assets under management. Retirement plan consulting fees range from $500 to $50,000. Fees may be negotiable based on various criteria.
Areas of Practice
Location
DE, United States