Christian Koch

Atlanta, Georgia, 30328
advisor

Member Since 2011

Our clients rely on our specialized knowledge and sophisticated services to help them achieve their most important financial goals, for example financial security now and in the future, quality educations for their children, and comfortable retirements. We take the time to understand our clients' goals, concerns, past experiences, and requirements. Then we develop custom solutions that are tailored to meet client requirements, minimize concerns, and achieve financial goals. This singular mindset has served our clients well during the turbulent investment environment we have experienced since 2000. Please take a minute and review my Registry profile to learn more about my credentials, ethics, business practices, and financial services.
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My Location

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 Background Information

  • Years of Financial Experience

    • 15

  • Education

    • Harvard Business School (AMP)
    • Stetson University (BBA)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • Harvard Business School Club of Atlanta
    • Financial Planning Association of Georgia
    • CFA Institute
    • New York Society of Securities Analysts

  • Methods of Compensation

    • Financial Planning: Hourly fee
    • Investment Services: Asset-based fee

  • Primary Custodian(s)

    • eTrade
    • SEI Trust Company

  • Types of Financial Reports

    • Performance Report (Annually)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them annually and upon request
    • I review my clients' investment portfolios with them monthly, quarterly, semi-annually, annually and upon request
 

  • Registration & Licensing

    • CRD/IARD Number: 2485534
    • Securities Registrations: Series 65
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: KAM South, LLC
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, FP for Large Families

  • Investment Services

    • Strategy Development, Performance Reporting, Tax Efficient Strategies, SMA: Separately Managed Accounts

  • Investment Products

    • We don\'t sell anything except Fee-Only Advice
 
Contact Christian
 
Visit Website - http://www.kamsouth.com
Paladin Registry

Minimum Asset Requirement

  • None

Types of Clients

  • Individuals & Families
  • Businesses
  • Other

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Other