RC
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 →Employment History
Current Registrations
L.M. Kohn & Company
October 2021 - Present · 4 yrs 3 mos
L.M. Kohn & Company Broker
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Fifth Third Securities, INC.
January 2015 - October 2021 · 6 yrs 9 mos
Fifth Third Securities, INC. Broker
August 2014 - October 2021 · 7 yrs 2 mos
State Farm Vp Management CORP.Broker
January 2012 - October 2012 · 9 mos
Invest Financial CorporationBroker
May 2008 - July 2010 · 2 yrs 2 mos
Fifth Third Securities, INC. Broker
September 2004 - April 2008 · 3 yrs 7 mos
Red Capital Markets, INC.Broker
October 1994 - September 2004 · 9 yrs 11 mos
John Hancock Distributors, INC.Broker
March 1994 - June 1994 · 3 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1994 - June 1994 · 3 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.