KL Zech Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based discretionary portfolio management and financial advice primarily to individual clients, including individual, retirement, trust, family, and business accounts. Services are tailored to client goals through written investment management agreements, and while there is no formal account minimum the firm recommends maintaining at least $50,000 for proper diversification.
Investment decisions are driven by client-specific asset allocation models, with individual security selection primarily based on fundamental analysis and technical analysis used for buy/sell timing. The firm employs a mix of ETFs, no‑load or fee‑waived mutual funds, individual equities, fixed income instruments and CDs, typically holding positions for extended periods while emphasizing capital preservation through stated investment rules.
Noteworthy operational features include a modest asset base (around $10 million) and a small client roster despite a long operating history dating to 1999, which may affect service style and availability compared with larger peers. The firm recommends Charles Schwab for custody and uses client brokerage in a soft‑dollar arrangement to obtain platform access and third‑party research; the principal also maintains a separate agricultural real estate business with limited annual time commitment, and the firm generally leaves proxy voting to clients.
Client services
Expertise
Fee options
$0 - $50,000: 1.50% annually $50,001 - $250,000: 1.25% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Account minimum: No minimum requirement; recommended minimum of $50,000 for proper asset diversification
Main office
Parker CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Kl Zech Investments · Klz Enterprises, LLC · Klz Investments, LLC · Mile High Toffee, LLC · Zech, Kevin L
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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