Koch Capital Management LLC fees and pricing
Financial planner in Alamo, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 21, 2026, Koch Capital Management LLC charges a quarterly fee of $1,500-$5,000 and an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $1,500-$5,000/qtr
“The fixed fee varies from client to client depending on the complexity of their financial situation, but the fixed fee will be in the general range of $1,500 to $5,000 per quarter.”
- Annual fee
- $6,000/yr
“All Retirement Planning clients are subject to a minimum annual fee of $6,000 ($1,500 per quarter) and minimum liquid net worth requirement of $1,000,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Koch Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Koch Capital’s fixed fee is prorated, if required, to cover partial periods, given engagements usually begin between quarters.”
- “In most cases, Koch Capital will invoice the client directly and the client pays by either check or PayPal.”
- “All such fees are negotiable under certain circumstances and at the sole discretion of Koch Capital and arrangements with any particular client may differ from those described above.”
How Koch Capital Management LLC’s fees compare
- Its annual fee of $6,000 is below the California median of $6,250. 45% of the 224 other California planners that publish an annual fee charge less.
About Koch Capital Management LLC
“Koch Capital Management LLC (“Koch Capital” or the “Firm”) provides investment management and retirement planning services to individuals, families and trusts.”
- Principal: Jim Koch
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.4% a year
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 19
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $50,433,616
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148575
- Phone
- (925) 526-5624
Other planners in Alamo that publish fees
- Lodestar Private Asset Management LLCAlamo$500-$750/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.