Mark Kuhn is a registered investment advisor at Kuhn Advisors, INC., based in Durham, NC, with 22 years of industry experience. Mark 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 4 more. Their firm serves 256 clients with $800M 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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are non-negotiable. For accounts under $1,000,000, the fee is the greater of 1% or $5,000 annually. Due to historical reasons, some existing clients pay different rates.
Fee Estimator
Location
2828 Pickett Road, Suite 170, Durham, NC, 27705
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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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Mark is a Certified Public Accountant, dedicating about a quarter of his time to accounting and tax work. He also serves as an investment committee member for the Triangle Community Foundation, spending minimal time on this role during securities trading hours.
Employment History
Current Registrations
Kuhn Advisors, INC.
State Registrations2 states
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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