Jeffrey Kohl
Jeffrey Kohl is a registered investment advisor at Heartland Advisors, INC., based in Milwaukee, WI, with 32 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $1.9B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15M+ | 0.85% |
Fees above $15,000,000 are negotiable. Heartland may negotiate lower fees with investment advisors or other financial intermediaries that retain Heartland to manage a significant portion of assets. Fee schedule applies to Small Cap Value Strategy, Small Cap Value Plus Strategy, Value Strategy, Opportunistic Value Equity Strategy, and Mid Cap Value Strategy.
Fee Estimator
Location
790 N Water Street Suite 1200, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other 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.
Employment History
Current Registrations
Heartland Advisors, INC.
Alps Distributors, INC.Broker
Previous Registrations
Fenimore Asset Management, INC.
Fenimore Securities, INC.Broker
Alps Distributors, INC.Broker
Heartland Advisors, INC.
Heartland Investor Services, LLCBroker
Heartland Advisors, INC.Broker
Smith Barney INC.Broker
State Registrations51 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.