Kuhn Advisors is a registered investment advisor founded in 1993 and based in Durham, North Carolina. The firm manages investment portfolios for individuals, high net worth individuals, trusts, and charitable institutions on a discretionary basis, meaning Kuhn Advisors makes investment trades on your behalf without needing to ask permission for every transaction. The firm utilizes a value investing philosophy, focusing on individual portfolio customization, a long-term investment horizon of at least five years, and active mutual fund managers who look for undervalued companies. Kuhn Advisors also offers comprehensive financial planning covering areas such as retirement planning, estate planning, tax strategies, risk management, and education funding.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are non-negotiable. For accounts under $1,000,000, the fee is the greater of 1% or $5,000 annually. Due to historical reasons, some existing clients pay different rates.