Jennifer Kohls
Jennifer Kohls is a registered investment advisor at Richardson Capital Management, LLC, based in Menomonee Falls, WI, with 2 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 262 clients with $580M 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Schedule reflects Wealth Management Services. Family Office Services has a separate fee schedule starting at 1.00% for up to $10 million, 0.75% for $10,000,001 to $15 million, and 0.50% for amounts over $15 million. Fees are negotiable.
Fee Estimator
Location
W134 N8688 Executive Parkway, Menomonee Falls, WI, 53051
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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
Richardson Capital Management, LLC
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.
Exams
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