Koffi Toulaboe
Advisor at Zacks Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Zacks Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Zacks Investment Management, Inc.
Location
Chicago, IL 60606
Credentials
Series 63, Series 65
Industry experience
7 years
Koffi Toulaboe is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior work includes roles at Merrill, Financial Management Systems, Astra Bank, and the Kansas Small Business Development Center. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment approach driven by proprietary Zacks models and operates across retail, institutional, and third-party distribution channels.
Based on Zacks Investment Management, Inc.
Based on Zacks Investment Management, Inc.
$0 - $500,000: 1.80% $500,000 - $1,000,000: 1.65% $1,000,000 - $1,500,000: 1.50% $1,500,000 - $2,000,000: 1.45% $2,000,000 - $2,500,000: 1.35% $2,500,000 - $3,000,000: 1.30% $3,000,000 - $3,500,000: 1.25% $3,500,000 - $4,000,000: 1.20% $4,000,000 - $4,500,000: 1.15% $4,500,000 - $5,000,000: 1.10% $5,000,000 - $10,000,000: 1.05% $10,000,000+: 1.00%
20% of total return above high-water mark quarterly for alternative investments; up to 20% of total return annually for qualified clients
Account minimum: $500,000 for Wealth Management Program and individual fixed-income securities accounts; $5,000 for Zacks Advantage program; $1,100,000 for clients paying performance-based fees (or $2.2 million net worth) Minimum fee: $495 per client account for Folio accounts over $50,000; $295 per client account for Folio accounts between $20,000 and $50,000; $0 under $20,000 Fee-only: Fees negotiated on a case-by-case basis for Index Services; $0.70% to 0.35% annual fees for Zacks Advantage based on asset levels
101 N. Wacker Drive, Suite 1500
Chicago, IL 60606
Illinois
Zacks Investment Management
2018 - Present (8 years)
Merrill
2018 - 2018 (1 year)
Financial Management Systems
2018 - 2018 (1 year)
Astra Bank
2016 - 2018 (2 years)
Kansas Small Business Development Center
2015 - 2016 (1 year)
Holiday Inn Express
2014 - 2017 (3 years)
Fort Hays State University
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")