Kyle Bochat
Kyle Bochat is a registered investment advisor at Financial Potential Wealth Management, based in Gainesville, GA, with 12 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable. Legacy clients may have a different fee schedule.
Fee Estimator
Location
210 Washington St Nw, Suite 100, Gainesville, GA, 30501
Get directionsHistory
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 ActivitiesSells Insurance
Kyle is the President of K Brothers Development, LLC, a spec house construction company, dedicating a few hours per week. He also works as an insurance agent selling life insurance, non-variable insurance, and annuities, also dedicating a few hours per week. Finally, Kyle owns Financial Potential, an entity used to market his practice and pay business expenses, which takes nearly full-time.
Employment History
Current Registrations
Financial Potential Wealth Management
Previous Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Ifg Advisory, LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.
Exams
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