Jonathan Kuhn is a CFP-designated registered investment advisor at Allegheny Financial Group LTD, based in Pittsburgh, PA, with 29 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,955 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allegheny Financial Group offers several investment management options:
- Comprehensive Portfolio Management (PMA): Fees are calculated as a percentage of the assets they manage for you.
- Investment Management Services (IMA): Fees range from 0% to 1% per year, depending on the amount they manage for you.
- Streamlined Account Management (SAM): The fee is 0.75% per year of the assets they manage for you.
Location
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
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Regulatory History (1)
Customer Dispute
February 2020Other Business Activities
Jonathan is involved in numerous investment-related activities, primarily as a managing member or general partner for various AFG entities and funds since 2002. He also participates in Silver Threads, LLC, Erie Metal Basket, AFG-SBL, AFG-SBL II, and AFG-CCT, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Allegheny Financial Group LTD
Previous Registrations
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
State Registrations1 state
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.