Jeffrey James Kohl

Heartland Advisors, INC.

32 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Heartland Advisors, INC.

Compensation

Fee-Only (AUM)

Firm Size

13 advisors

Number of Clients

88 clients

Average Client Portfolio

$21.4M average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $5.0M	1.00%
$5.0M - $15.0M	0.85%
$15M+	0.85%

Fees negotiable above $15,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

790 N Water Street Suite 1200, Milwaukee, WI, 53202

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Jeffrey works as a Relationship Manager at Heartland Advisors Inc. and as a Registered Representative at ALPS Distributors, Inc., both investment-related. Both roles require a full-time commitment.