Kyle Koch is a registered investment advisor at Fiduciary Capital, INC., based in Gainesville, GA, with 28 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 61 clients with $43M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees may be negotiable based on certain circumstances. For accounts managed at Charles Schwab with Brookstone Capital Management, a flat fee of 1.5% is charged.
Fee Estimator
Location
351 Jesse Jewell Pkwy Sw, Suite 301, Gainesville, GA, 30501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kyle owns DNM Consulting, providing compliance and operational consulting services, dedicating a few hours per week. He also co-owns Barn Brothers, a men's ministry, spending minimal time on it.
Employment History
Current Registrations
Fiduciary Capital, INC.
Previous Registrations
Realized Financal, INC.
Starship Securities LLC
Realized Financial, INC.Broker
Sunbelt Securities
Thornhill Securities, INC.Broker
Shamrock Asset Management LLC
Lewis Financial Group, L.C.Broker
Concorde Investment Services, LLCBroker
Discipline Advisors, INC.
Ptx Securities, LLCBroker
Windward Capital, INC.Broker
Concorde Investment Services, LLCBroker
Shamrock Asset Management LLC
Kiski Securities LLCBroker
Aspen River Securities, LLCBroker
Riverrock Securities, LLCBroker
Bic Distributors, LLCBroker
Clarity Financial, LLC
Stanford Group CompanyBroker
Navillus Securities, INC.Broker
Transcend Capital, LPBroker
Protrader Securities L.P.Broker
Protrader Trading, L.L.C.Broker
Nextrend Trading, INC.Broker
Trendalysis Securities, INC.Broker
Rushmore Securities CorporationBroker
Ba Investment Services, INC.Broker
Fimco Securities Group, INC.Broker
Comerica Financial Services, INC.Broker
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
Nationsbanc Capital Markets, INC.Broker
Ncnb Securities, INC.Broker
Ncnb Texas Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.