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Kofi Kodua

Advisor at Clean Yield Asset Management

Updated today

Location

Somerset, NJ

Credentials

Series 65

Industry experience

< 1 year

About

Kofi Kodua is a financial advisor at Clean Yield Asset Management with a Series 65 designation and experience spanning roles at KeyTranche, Inc., Allianz Global Investors, and Sound Harbor Partners. He has been with Clean Yield Asset Management since 2024. Clean Yield Asset Management advises individuals, institutions, trusts, and foundations, managing discretionary equity and balanced portfolios with a focus on environmental and social screening. The firm uses detailed exclusionary screens and integrates financial analysis with client-specific social criteria, offering services such as retirement plan rollovers and alternative impact investments.

Client services

Based on Clean Yield Asset Management

Portfolio management Educational seminars or workshops

Expertise

Based on Clean Yield Asset Management

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies

Fee options

Fixed

Flat fee of $500/year for accounts held in cash without active investment

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiated

Other

Account minimum: $1,000,000 Minimum fee: $7,500 minimum annual management fee for accounts below $1,000,000 Fee-only: Tiered asset-based fees as above; no commissions charged

Location

Somerset, NJ

Most active in

California · Maryland · New Hampshire · New York · Texas · Vermont

Work history

Clean Yield Asset Management

2024 - Present (2 years)

KeyTranche, Inc.

2022 - 2024 (2 years)

Allianz Global Investors

2017 - 2022 (5 years)

Sound Harbor Partners

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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