Charles Kuhn is a registered investment advisor at Trinity Wealth Management LLC, based in Cincinnati, OH, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 94 clients with $360M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
TWM may negotiate rates on cash separately. Advisor may household Client assets with those of other family members when determining AUM and applying the above fee schedule.
Fee Estimator
Location
8035 Hosbrook Road, Suite 305, Cincinnati, OH, 45236
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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 Activities
Charles is a partner/owner in KO Properties LTD, dealing with single, two, and four-family dwellings since 2003. This real estate activity is not investment-related.
Employment History
Current Registrations
Arg Private Wealth, LLC
Trinity Wealth Management LLC
Previous Registrations
Ojm Group
Princor Financial Services Corporation
State Registrations1 state
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