Kevin Zech is a registered investment advisor at Kl Zech Investments, based in Parker, CO, with 27 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable. Fees are payable quarterly in advance.
Fee Estimator
Location
Parker, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kl Zech Investments
State Registrations1 state
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