James Kuhn is a registered investment advisor at Kuhn & Company Investment Counsel, LLC, based in Chicago, IL, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 54 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
8770 W Bryn Mawr Ave, Suite 710, Chicago, IL, 60631
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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.
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James is a Certified Public Accountant at Kuhn & Company CPAs Holdings, PLLC, offering accounting, tax, and attestation services. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Kuhn & Company Investment Counsel, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.