Stephen Guokas is a registered investment advisor at Kuhn & Company Investment Counsel, LLC, based in Chicago, IL. Stephen 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.
Learn about disclosures →Employment History
Current Registrations
Kuhn & Company Investment Counsel, LLC
State Registrations1 state
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