$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%
Asset size $1 million to $5 million annual fee capped at $15,000.
We are generally paid using a fee-based or asset-based pricing structure. Cities and
counties, religious organizations, start up endowments, and other 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
©2016 Kodiak Investment Management All Rights Reserved
Kodiak reserves the right, in its sole discretion, to negotiate, reduce or waive the advisory fee for
certain Client Accounts for any period of time determined by Kodiak. In addition, Kodiak may reduce
or waive its fees for the Accounts of some Clients without notice to, or fee adjustment for, other