BK
CFP
BK
CFP

Brian Robert Koch

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
171 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Missionsquare Investment ServicesBroker
November 2022 - Present · 3 yrs 3 mos
Missionsquare Retirement
November 2022 - Present · 3 yrs 3 mos
Missionsquare Investment Services
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
The Retirement Group, LLC
June 2022 - September 2022 · 3 mos
Fsc Securities CorporationBroker
June 2022 - October 2022 · 4 mos
Charles Schwab & CO., INC.
January 2022 - June 2022 · 5 mos
Charles Schwab & CO., INC.Broker
January 2022 - June 2022 · 5 mos
TD Ameritrade, INC.Broker
May 2020 - June 2022 · 2 yrs 1 mo
TD Ameritrade Investment Management, LLC
May 2020 - June 2022 · 2 yrs 1 mo
TD Ameritrade, INC.
May 2020 - June 2022 · 2 yrs 1 mo
Beta Wealth Group, INC
March 2020 - April 2020 · 1 mo
TD Ameritrade, INC.
October 2016 - February 2020 · 3 yrs 4 mos
TD Ameritrade Investment Management, LLC
October 2016 - February 2020 · 3 yrs 4 mos
TD Ameritrade, INC.Broker
October 2016 - February 2020 · 3 yrs 4 mos
Principal Funds Distributor, INC.Broker
August 2015 - September 2016 · 1 yr 1 mo
Unionbanc Investment Services, LLC
March 2008 - August 2015 · 7 yrs 5 mos
Unionbanc Investment Services, LLCBroker
March 2008 - August 2015 · 7 yrs 5 mos
Ameriprise Financial Services, INC.
October 2007 - February 2008 · 4 mos
Ameriprise Financial Services, INC.Broker
August 2007 - February 2008 · 6 mos
State Registrations2 states
CADC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.