Kuhn Wealth Management offers custom-tailored portfolio management and financial planning services to individuals and families. The firm builds customized investment portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, real estate funds, and private placements, often utilizing wrap fee programs where transaction costs are bundled into the management fee. In addition to managing investments, Kuhn Wealth Management provides financial planning covering retirement, insurance, college funding, and debt management. The firm also works with third-party managers to implement investment strategies. Clients can receive financial planning as a standalone service charged at an hourly rate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are typically 1.0% and are negotiable. If a third-party manager is used, a separate fee of up to 1.0% may apply, with a maximum total fee of 2.0% per year.