Koehler Financial Services, Inc. is a registered investment advisor that provides managed account services tailored to clients' risk tolerance and investment objectives. They also offer complimentary financial planning services alongside portfolio management. Koehler Financial Services acts as a fiduciary, placing clients' best interests first.
Fee Structure
Koehler Financial Services charges an annual fee for managing your investments, ranging from 1.0% to 1.8% depending on the type and complexity of services.
If your account invests exclusively in mutual funds or variable annuities, the fee is 1.0% per year, charged as a trail commission by their affiliated broker-dealer. If your account invests in unit investment trusts, the fee is 1.8% per year. If your account invests in exchange traded funds, individual securities, and bonds, the fee is up to 1.5% per year. These fees may be reduced by any commissions paid.