Kameron Koehler is a registered investment advisor at Kamko Financial, based in Appleton, WI, with 1 years of industry experience. Kameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The annual fee is negotiable. Kamko may use sub-advisors, but clients will not pay additional fees for this service.
Fee Estimator
Location
4321 W. College Avenue, Suite 200, Appleton, WI, 54914
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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.
Learn about disclosures →Other Business Activities
Kameron works as an Accounts Receivable Specialist at Pioneer Metal Finishing in Green Bay, WI since May 2023. This is not investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Kamko Financial
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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