Kahn Financial Group offers comprehensive financial planning with a focus on retirement and estate planning, alongside portfolio management for individuals and small businesses. Kahn Financial Group primarily limits investment advice to mutual funds and participates in a wrap fee program administered by Raymond James & Associates. The firm operates on a non-discretionary basis, meaning clients must approve all trades.
Fee Structure
Kahn Financial Group offers an all-inclusive wrap fee investment advisory program called the Ambassador Program, administered by Raymond James & Associates. Fees for this program are typically charged as an annual percentage of your portfolio. Specific standard AUM fee percentages are not explicitly detailed in the general schedule, but separate fees apply for specialized products like private placement life insurance and variable annuities ranging from 0.25% to 1.50% depending on the amount invested.