CH
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
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 →Other Business Activities
Carl is a board member of The Order of AHEPA, a non-profit fraternal organization, since 2019. He dedicates minimal time to promoting membership and programs.
Employment History
Current Registrations
L.M. Kohn & Company
October 1999 - Present · 26 yrs 3 mos
L.M. Kohn & Company Broker
July 1994 - Present · 31 yrs 6 mos
Previous Registrations
Smith, Moore & CO. Broker
May 1990 - July 1994 · 4 yrs 2 mos
Advest, INC.Broker
September 1989 - June 1990 · 9 mos
Newhard, Cook & CO. IncorporatedBroker
May 1989 - September 1989 · 4 mos
State Registrations34 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.