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Services and Products

  • 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. 

  •  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).

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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