Kevin Kuhn is a registered investment advisor at Kuhn & Company Investment Counsel, LLC, based in Chicago, IL, with 12 years of industry experience. Kevin 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
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 Activities
Kevin is a Principal and CPA for Kuhn & Company, providing accounting, tax, and assurance services, dedicating about half his time to this. He also serves on the Board of Trustees for St. Viator High School, spending minimal time on this activity.
Employment History
Current Registrations
Kuhn & Company Investment Counsel, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Citadel Securities LLCBroker
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.