Clear advisory pricing for portfolio management and planning. Your final fee is confirmed in your advisory agreement before we begin.
The advisory fee is based on assets under management and is billed monthly in arrears. The tiers are blended, so each tier applies only to the assets in that range.
| Total Assets Under Management | Annual Fee |
|---|---|
| $250,000 - $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.85% |
| $2,000,001 - $5,000,000 | 0.75% |
| $5,000,001 - $10,000,000 | 0.60% |
| $10,000,001 - $25,000,000 | 0.50% |
| $25,000,001 and up | 0.40% |
Koala generally uses the average daily balance in the account during the billing period, after deposits and withdrawals, to calculate advisory fees.
The account minimum is generally $250,000. Koala may waive that minimum when the relationship still makes sense.
Portfolio management fees are billed monthly after services are provided, either from the account with written authorization or by invoice.
Custodian, brokerage, mutual fund, transaction, and other third-party costs are separate from Koala's advisory fee.
Some clients want a standalone plan before they delegate portfolio management. Others need a focused project around retirement, cash flow, equity compensation, estate coordination, or a major life decision.
| Planning Service | Fee Range |
|---|---|
| Fixed financial planning engagement | $2,500 - $25,000 |
| Hourly financial planning | $250 - $750/hour |
Planning fees are generally paid in arrears upon completion. Scope and fee are agreed before work begins.
For clients who choose coordinated service, the Koala teams can work together with your authorization so investment, tax, estate, and insurance decisions are not made in separate silos.
Portfolio design, account monitoring, rebalancing, and ongoing review based on your advisory relationship.
Retirement, cash flow, tax-aware investing, account structure, charitable giving, and planning around major life events.
When you choose multiple Koala services, your advisor can coordinate with the CPA, law, and insurance teams in the right capacity.
Fees are generally negotiable, and the final fee schedule is documented in the advisory agreement.
No. Koala collects advisory fees in arrears. Portfolio management fees are generally billed monthly after services are provided.
No. Clients can use one Koala service without using the others. If you choose coordinated service, the teams can work together with your authorization.
The current Form ADV brochures are available on our disclosures page and explain services, fees, conflicts, and advisor backgrounds in more detail.