Jeremy Kohn
Jeremy Kohn is a registered investment advisor at Advice and Planning Services, based in Overland Park, KS, with 27 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.
Fee Estimator
Location
7101 College Blvd., Suites 330 and 350, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Regulatory
October 2006Employment History
Current Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Jbs Liberty Securities, INC.Broker
Ameritas Investment CORP.Broker
Carillon Investments, INC.Broker
Sii Investments, INC.Broker
Woodbury Financial Services, INC.Broker
Park Avenue Securities LLCBroker
Woodbury Financial Services, INC.Broker
State Registrations16 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.
Exams
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