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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
July 2022 - Present · 3 yrs 6 mos
L.M. Kohn & Company Broker
November 2021 - Present · 4 yrs 2 mos
Previous Registrations
MML Investors Services, LLC Broker
October 2021 - October 2021 · 0 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.