Kohlhepp Investment Advisors, Ltd. provides individualized investment portfolio management and comprehensive financial planning services to individuals, high net worth individuals, and retirement plans. Founded in 2001 and based in Doylestown, Pennsylvania, the firm tailors its services to each client's specific objectives, time horizons, risk tolerance, and tax considerations. Kohlhepp Investment Advisors offers both discretionary management—where the firm makes trades on the client's behalf without prior consultation—and non-discretionary management. In addition to managing portfolios directly, the firm can help select and oversee third-party money managers. For planning and analysis, Kohlhepp Investment Advisors addresses various non-securities matters including retirement, education, insurance, and tax strategies. The firm primarily recommends Charles Schwab & Co. as the custodian for client assets and executes transactions through Cambridge Investment Research.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are based on a percentage of assets under management up to a maximum of 2.25% annually. In certain cases, management fees may be reduced and/or tiered by the advisor.