RH
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
December 2022 - Present · 3 yrs 1 mo
L.M. Kohn & Company Broker
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Baker & Co., Incorporated
March 2021 - December 2022 · 1 yr 9 mos
Baker & Co., IncorporatedBroker
December 2015 - December 2022 · 7 yrs
State Registrations35 states
AZCACOCTDCFLGAILINKYMAMDMEMIMNMONCNHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.