Bryce Koch is a CFP-designated registered investment advisor at Hiley Hunt Wealth Management, INC., based in Omaha, NE, with 3 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 265 clients with $290M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable based on the type of client, complexity, account composition, potential for additional deposits, relationship with the advisor, and total assets under management.
9850 Nicholas Street, Suite 315, Omaha, NE, 68114
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