Fee structure:
$0 - $100,000: 2.00%
$100,000 - $250,000 1.75%
$250,000 - $1,000,000 1.50%
$1,000,000 - $5,000,000 1.25%
$5,000,000+ 1.00%
Fees
We are generally paid using a fee-based or asset-based
pricing structure. Religious organizations, start up
endowments, and other smaller non-profits, may receive
discounted portfolio management services. Please contact us
for more information on fees.
Kodiak Investment Management LLC
Balance Integrity Wisdom Trust Discipline
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