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William Kuhn

Oppenheimer & CO. INC.
49 Years of Experience
Birmingham, MI
1 DisclosureBroker
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William Kuhn is a registered investment advisor at Oppenheimer & CO. INC., based in Birmingham, MI, with 49 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.

Oppenheimer & CO. INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1159 advisors
Number of Clients
39,036 clients
Average Client Portfolio
$940K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

385 S. Eton Street, Birmingham, MI, 48009

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History

Regulatory History (1)
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Criminal
October 1970
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Oppenheimer & CO. INC.
November 2007 - Present · 18 yrs 11 mos
Oppenheimer & CO. INC.Broker
April 1999 - Present · 27 yrs 6 mos
Previous Registrations
Prudential Securities IncorporatedBroker
September 1989 - April 1999 · 9 yrs 7 mos
Thomson Mckinnon Securities INC.Broker
July 1984 - September 1989 · 5 yrs 2 mos
Manley, Bennett, Mcdonald & COBroker
April 1977 - July 1984 · 7 yrs 3 mos
State Registrations6 states
CAFLILMINYSC
AdvisorBrokerBoth

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
No exam information available for this advisor.
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