KN
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 (1)
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Regulatory
January 2025Final
Employment History
Current Registrations
L.M. Kohn & Company
December 2022 - Present · 3 yrs 1 mo
L.M. Kohn & Company Broker
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Baker & Co., Incorporated
April 2007 - November 2022 · 15 yrs 7 mos
Baker & Co., IncorporatedBroker
May 2000 - November 2022 · 22 yrs 6 mos
Carnegie Fund Distributors, INC.Broker
March 2000 - October 2000 · 7 mos
State Registrations11 states
AZCAFLINMIMNNCNHOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.