GK
CFP
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
9078 Union Centre Blvd., Suite 350, West Chester, OH, 45069
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 1999 - Present · 26 yrs 3 mos
L.M. Kohn & Company Broker
October 1997 - Present · 28 yrs 3 mos
State Registrations32 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.