KH
KH

Kris Herminghuysen

4 Years of Experience
New Albany, OH

Kris Herminghuysen is a registered investment advisor at Columbus Investment Advisory INC., based in New Albany, OH, with 4 years of industry experience. Kris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 103 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
103 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$405.6M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.60%
$2.5M - $5.0M0.50%
$5.0M - $10.0M0.35%
$10M+0.35%

Fees negotiable for amounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

68 North High Street, Building C, New Albany, OH, 43054-7101

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Columbus Investment Advisory INC.
October 2021 - Present · 4 yrs 6 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.