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Core Competency
Equity Investment
TQM Strategy Background
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Investment Process
Portfolio Construction
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Fee Schedule
Type of Accounts
How To Establish An Account

Private Portfolio Management

Personal Account Fee Schedule

TQM Strategy
Annual fee is generally 1.0% of assets
under management.
Fee is billed quarterly in advance.
Minimum account size is $100,000.
Client is responsible for all custodial
fees and brokerage commissions.

03/17/06

Questions or comments? Contact info@koppinv.com
©2009 Kopp Investment Advisors, LLC · All rights reserved.
7701 France Avenue South · Suite 500 · Edina, Minnesota 55435
Telephone: 952-841-0400 · Facsimile: 952-841-0411 · 1-800-333-9128