CK
CFP
CK
CFP

Charles Henry Koch

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
946 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,500
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Location

7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984

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History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Aprio Wealth Management, LLC
November 2025 - Present · 3 mos
Prism Financial Group, L.L.C.
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Cambridge Investment Research, INC.Broker
November 2012 - November 2018 · 6 yrs
Smart401k, LLC
September 2009 - October 2012 · 3 yrs 1 mo
Lincoln Investment Planning, INC
October 2005 - June 2009 · 3 yrs 8 mos
Lincoln InvestmentBroker
October 2005 - June 2009 · 3 yrs 8 mos
Cambridge Investment Research Advisors, INC.
March 2005 - November 2005 · 8 mos
Cambridge Investment Reserarch, INC.
June 2004 - March 2005 · 9 mos
Cambridge Investment Research, INC.Broker
May 2004 - November 2005 · 1 yr 6 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.