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Services and Products
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Koda Wealth Management LLC offers a wide array of investment vehicles to achieve your financial goals, such as Roth IRA's, Traditional IRA's, after tax accounts, and other tax-advantaged accounts.
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No investments are guaranteed and all have the potential for loss and/or gain.
Fee Structure for
Asset Management
Depending on client needs, our fees for management of assets ranges from 1.00% to 1.5% annually, paid from managed assets. Clients enjoy at least one in person review per year (some choose phone or zoom).
Common Investment Options
Financial Planning
Koda Wealth offers fee-for-service financial planning. This could be modular in nature, or comprehensive, depending on your needs.
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