Kohlhepp Investment Advisors, Ltd.
Assets Under Management
$191.0M
Number of Clients
307
Number of Advisors
4
Average Client AUM
$622K
AUM per Advisor
$47.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kohlhepp Investment Advisors manages client portfolios on an individualized basis, considering objectives, time horizons, risk tolerance, and liquidity needs. They offer investment management services in-house or through third-party managers. The firm also provides financial analysis services for a contractual fee, offering recommendations on investments and periodic updates.
Fee Structure
For financial analysis, the fee is negotiable up to $450 per hour. Alternatively, a fee based on a percentage of assets comprising the financial plan may be charged, not exceeding 2.5% annually, with a minimum annual fee of $1000. For asset management services, fees are based on a percentage of assets under management, up to a maximum of 2.25% annually, and may include third-party manager fees. Fees are payable quarterly in advance, but may be reduced or tiered at the advisor's discretion.
Areas of Practice
Location
3655 Route 202, Suite 100, Doylestown, PA, 18902