Herman Kahn
Herman Kahn is a CFP-designated registered investment advisor at Wms Wealth Planners, based in Pittsburgh, PA, with 37 years of industry experience. Herman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 292 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,001. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Location
17 Brilliant Avenue, Suite 302, Pittsburgh, PA, 15215
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2021Customer Dispute
June 2020Customer Dispute
June 2015Customer Dispute
September 2013Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Herman is the owner of Wealth Management Strategies, Inc., where he handles management, sales, and advice. He spends about a quarter of his time on this business, which involves consulting and insurance activities.
Employment History
Current Registrations
Wms Wealth Planners
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Manequity, INC.Broker
Mony Securities CORP.Broker
Mid Atlantic Capital CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.