Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
10151 Carver Rd., Suite 100, Cincinnati, OH, 45242
Get directionsRegulatory History
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 ActivitiesSells Insurance
Ryan is a partner at Financial Designs, LLC and Financial Designs Wealth Advisors, LLC, where he sells non-securities related insurance products, dedicating full-time hours and about 10-20% of his time, respectively. He also works as an assistant high school women's basketball coach.