L.M. Kohn & Company
Assets Under Management
$2.1B
Number of Clients
3,641
Number of Advisors
15
Average Client AUM
$574K
AUM per Advisor
$139.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LMK offers personalized financial planning and investment management services. They work with clients to define financial goals and develop strategies for reaching those goals, including cash flow, tax, retirement, and estate planning. LMK also offers services to small businesses relating to employee benefit plans.
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
Location
10151 Carver Rd., Suite 100, Cincinnati, OH, 45242