Patrick Scholz is a registered investment advisor at Jh Kaufman LLC, based in Chicago, IL, with 29 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 16 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JH Kaufman charges a management fee based on the value of your account. The fee is calculated daily at Interactive Brokers and monthly at Charles Schwab. The minimum account value is $50,000.
Location
Chicago, IL
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Regulatory History (1)
Employment Separation After Allegations
April 2016Employment History
Current Registrations
Jh Kaufman LLC
Previous Registrations
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State Registrations2 states
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