Dean Kohmann
Dean Kohmann is a registered investment advisor at Kohmann Bosshard Financial Services, LLC., based in Akron, OH, with 25 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 506 clients with $910M 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 $2.0M | 0.85% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Fees are negotiable. The Advisor reserves the right to modify fees (higher or lower) at the time of engagement.
Fee Estimator
Location
3421 Ridgewood Road, Suite 125, Akron, OH, 44333
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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 →Employment History
Current Registrations
Kohmann Bosshard Financial Services, LLC.
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 states
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