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Core Competency
Equity Investment
TQM Strategy Background
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Investment Process
Portfolio Construction
Structured Sell Discipline
Investment Management Biographies
Client Services
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
©2008 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