LK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
3,641 clients
Average Client Portfolio
$574K average
Assets Under Management
$2.1B
Fee Structure
L.M. Kohn & Company offers various advisory services with different fee schedules depending on the program selected. These programs include UMAS, RBC Advisor, RBC UP, Consulting Solutions, Envestnet, and Charles Schwab. Contact the firm directly for specific fee information related to each program.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingSpecial Needs Planning
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Advisor Information
Office location
10151 Carver Rd., Suite 100, Cincinnati, OH, 45242
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2006Closed-No Action
Customer Dispute
July 1988Award / Judgment
Employment History
Current Registrations
L.M. Kohn & Company
October 1999 - Present · 26 yrs 3 mos
L.M. Kohn & Company Broker
January 1991 - Present · 35 yrs
Previous Registrations
Meyer, Kohn & CO.Broker
January 1986 - December 1990 · 4 yrs 11 mos
Robert H. Leshner & Co., INC. Broker
June 1984 - January 1986 · 1 yr 7 mos
Mutual Benefit Financial Service CompanyBroker
May 1983 - June 1984 · 1 yr 1 mo
State Registrations49 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.