Christian Koch is a CFP-designated registered investment advisor at Kam-South, LLC, based in Atlanta, GA, with 16 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 87 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KAM-South offers investment management services through both a performance-based fee and a traditional asset-based fee.
Performance-Based Fee:
- 1% of your portfolio per year (Base Fee)
- Plus 20% of the gains in your portfolio during the year, if the portfolio has an overall 5% cumulative annual return (Performance Fee). This fee is only charged on the specific stock sold and a gain realized.
Asset Under Management Fee:
- An annual fee of 1.0% to 1.25% is charged on all assets. This fee is non-negotiable.
KAM-South also offers a managed account strategy that primarily invests in index funds, actively managed mutual funds and exchange-traded funds for clients who have less than $100,000 to invest.
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kam-South, LLC
Previous Registrations
Koch Asset Management
State Registrations2 states
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