John Robertson
John Robertson is a CFA-designated registered investment advisor at Kuhn & Company Investment Counsel, LLC, based in Chicago, IL, with 4 years of industry experience. John 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.
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John is the CEO/CIO of Robertson Family Investments LLC, a family investment office, since 2020. This takes about a quarter of his time and involves managing investments for family trusts and estates, as well as coordinating with brokerage firms, lawyers, and accountants.
Employment History
Current Registrations
Kuhn & Company Investment Counsel, LLC
State Registrations3 states
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