wiseradvisor.com
  • About Us
  • Benefits
  • Learn More
  • Contact Us

KAM South

KAM South | Financial Advisor in Atlanta ,GA
Christian Koch

Christian Koch
CERTIFIED FINANCIAL PLANNER™ Certificant



"We Build Wealth"


Address:
1040 Riverside Trace
Atlanta, GA 30328

Map it | Directions | Website


(404) 448-2323

15 Years of Experience

  • Insurance License# None
  • Series 65
  • CRD# 158174

Offers & Pledges

  • I provide a free initial consultation:

Christian Koch, CFP®

Christian G. Koch, President and sole owner of KAM South, is a long-time investment manager and recognized equity research industry leader. Koch is a Certified Financial Planner ™ Professional, and is a member of the New York Society of Securities Analysts, the Financial Planning Association of Georgia, and the Harvard Business School Club of Atlanta.

Converting Your Investment Portfolio into Retirement Income At KAMSouth, we also specialize in providing retirement income strategies. Our investment process is designed to develop customized portfolios to achieve predictable and sustainable income. The economics of the new retirement are such that one must develop an income and investment plan that supports the “De-cumulation” phase. The best analogy is a Mt. Everest climber who spent all of his time planning the climb up and no time planning his descent down. Most accidents happen on the descent, after the hiker has made it to the top. Converting your investment portfolio into retirement income is critical. It requires a different strategy than that of the accumulation phase. Our unique retirement strategy focuses on individual securities with attractive interest and dividend characteristics without over-emphasizing fixed income investments.


  • HighLights
  • FAQs

HIGHLIGHTS

General Information
Name of Custodial Firm: eTrade
States Licensed in: State of Georgia
Number of Years with Current Firm: 1
I work with the following types of clients: Non-Profit Organizations, Individual Investors, Businesses
 

Services
Investment Types: Stocks, Bonds
 

Qualifications & Memberships
Financial Organization Memberships: National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), Paladin Registry
Non-Financial Organization Memberships: Harvard Business School Club of Atlanta
 

Firm Information
Number of Advisors in Office: Up to 10 employees
I work with clients as part of a team: Yes
Firm's Number of Clients: 42
Firm's Number of Planning Clients: 42
Firm's Number of Managed Clients: 42
Advisor's Number of Clients: 42
Advisor's Number of Managed Clients: 42
Advisor's Number of Planning Clients: 42
 

Compliance
Registered Investment Advisor: Yes
Investment Advisor Representative: Yes
I am an acknowledged fiduciary: Yes
Compliance Disclosures in Last 5 years: I have a clean record
Criminal Disclosures in Last 5 years: I have a clean record
 

Compensation & Fees
Fee Structure: I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts: $50K
Compensation Methods: Flat Fee, Based on Assets
Fee % Based on Assets: 1%
 

FAQs

Financial Planners

What are your qualifications? What is your education background?
What is your approach to financial planning?
What services do you offer?
How many clients do you currently manage?
Will you be the only person working with me?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Do you offer any guaranteed results?
Have you ever been charged with any breaches?

Financial Advisors

What services do you provide? What are your specialties?
What is your experience? How many clients do you currently manage?
What financial institution(s) do you represent?
How do you charge for your services?
Do you provide a free initial consultation?
Why should I choose you as my financial advisor?

401k Plan Services

What are your management fees?
What kind of plans do you specialize in?
Do you have a minimum requirement for number of employees or total investment value?



  • What are your qualifications? What is your education background?
    Certified Financial Planner (TM)
  • What is your approach to financial planning?
    Fee-only
  • What services do you offer?
    Financial Planning and Investment Management
  • How many clients do you currently manage?
    42
  • Will you be the only person working with me?
    YES
  • How are you compensated? How will I pay for your services?
    Fee-only
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something?
    no
  • Do you offer any guaranteed results?
    no
  • Have you ever been charged with any breaches?
    no
  • What services do you provide? What are your specialties?
    We provide a TRUE ALTERNATIVE to the traditional broker/dealer relationship. We focus on building customized indivdual stock portfolio.
  • What is your experience? How many clients do you currently manage?
    I have been in the investment management business for 15 years.
  • What financial institution(s) do you represent?
    none
  • How do you charge for your services?
    1% AUM
  • Do you provide a free initial consultation?
    Yes
  • Why should I choose you as my financial advisor?
    Because We care deeply about providing a framwork for our clients to be financially sucesful
  • What are your management fees?
    1% AUM
  • What kind of plans do you specialize in?
    We manage self-directed 401K Plans
  • Do you have a minimum requirement for number of employees or total investment value?
    no

Articles

Seniors shoulder a surprisingly large credit card debt burden
Younger generations of Americans have long looked up to their elders as paragons of good financial common sense. The "Greatest Generation" managed to get through the country's toughest economic conditions with a dogged attitude about saving and minimal spending. So it's surprising to find out that many seniors are facing high levels of credit card debt. more

Five vital questions to prepare for your financial future
Have you ever wondered if you'll be able to afford retirement? Do you question if your finances will keep you afloat if your family were to experience a medical emergency or another expensive and unplanned event? Take one hour to review your finances and discover if there are areas where your plans can be stronger. more

Five tips college students need to be credit card smart
Going to college is, for most students, the first time they'll feel really independent. And, accordingly, the rest of the world starts treating them like adults too, from the expectations of college professors to the credit card offers that will start flooding in. And just as it's important to study hard for a major, it's essential to learn what are the real benefits and repercussions of having a credit card. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

  • ALL

Market Watch


 
Home | Privacy Policy | More Information | Terms & Conditions | Affiliate Program

By using this site you agree to our terms of service. Copyright @ 2012 WiserAdvisor.com. All Rights Reserved.