James Koch is a registered investment advisor at Koch Capital Management LLC, based in Alamo, CA, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 18 clients with $47M 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 $500K | 0.40% |
| $500K - $3.0M | 0.30% |
| $3M+ | 0.20% |
The 3-tier advisory fees above are exclusive of trading costs, including brokerage fees, custodian fees, ticket charges, mutual fund annual expenses, etc.
Fee Estimator
Location
3153 Via Larga, Alamo, CA, 94507
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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 →Employment History
Current Registrations
Koch Capital Management LLC
State Registrations1 state
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