Kalyn Hochstrat is a registered investment advisor at Hochstrat Investments LLC, based in Midvale, ID, with 9 years of industry experience. Kalyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 28 clients with $3.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Midvale, ID
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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.
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Kalyn is an at-large board member of Midvale Community Partners, a non-profit organization, dedicating minimal time. She is also a 50% owner/secretary of Brian Hochstrat Inc., handling record keeping, clerical work, and managing business finances, which takes a few hours per week.
Employment History
Current Registrations
Hochstrat Investments LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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