Mona Kuhlman
Mona Kuhlman is a registered investment advisor at Tandemgrowth Financial Advisors, LLC, based in Alpharetta, GA, with 22 years of industry experience. Mona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 196 clients with $260M 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 - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Independent managers charge separate fees between 0.15% and 0.75%. NextGen clients pay a flat 1% fee.
Fee Estimator
Location
3820 Mansell Road, Suite T30, Alpharetta, GA, 30022
Get directionsHistory
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
Mona receives residual income from Commonwealth Annuity and Life Insurance Company since 1998. She spends minimal time on this activity.
Employment History
Current Registrations
Tandemgrowth Financial Advisors, LLC
State Registrations1 state
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