Kohmann Bosshard Financial Services offers investment management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. They help clients build, manage, and preserve their wealth. Services include investment advice, portfolio management, and financial planning covering areas like retirement, tax, estate, and education planning. Clients play an active role in the investment process.
Assets Under Management$910M
Clients506
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$300M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Fees are negotiable. The Advisor reserves the right to modify fees (higher or lower) at the time of engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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