Kohlhepp Investment Advisors provides investment advice and manages client funds based on individual needs, on both a discretionary and non-discretionary basis. They offer financial analysis and investment management services, including the option of using third-party money managers. The firm works with individuals, high net worth individuals, and ERISA plans.
Fee Structure
Kohlhepp Investment Advisors charges a fee for managing your investments, up to a maximum of 2.25% annually. This fee covers both advisory and administrative services, and includes the cost of a third-party money manager if one is used. The fee is typically paid in advance on a quarterly basis, debited directly from your account. In certain cases, fees may be reduced or tiered. Separate account managers, strategists, and money managers may impose additional fees, as well as program, platform, and custodial fees.