Steven Kohler
Steven Kohler is a CFP-designated registered investment advisor at D.B. Root & Company, LLC, based in Pittsburgh, PA, with 28 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 777 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DBR offers investment management services for an annual fee based on the value of your portfolio. This fee generally ranges from 0.50% to 2.00% per year, depending on the size and composition of your portfolio and the services provided. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous billing period. DBR may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. DBR's management programs have a stated minimum account balance of $1 Million, which may be waived at DBR's discretion.
Location
436 Seventh Avenue, Suite 2800, Pittsburgh, PA, 15219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven sells fixed insurance products, dedicating a few hours per week to this activity. He also owns rental property, but this is not investment-related and requires minimal time.
Employment History
Current Registrations
D.B. Root & Company, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Commonwealth Financial Network
D.B. Root & Company, INC.
Commonwealth Financial NetworkBroker
Federated Securities CORP.Broker
Dreyfus Investment Services CorporationBroker
L.C. Wegard & CO., INC.Broker
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.