Koch Capital offers investment management and retirement planning services. For retirement planning, they focus on income needs in retirement, withdrawal strategies, and insurance. For investment management, they provide customized portfolios covering investment policy, asset allocation, and performance monitoring. Koch Capital does not sell products or receive commissions.
Assets Under Management$47M
Clients18
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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