Kuhn Capital Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Kuhn Capital Partners (KCP) provides investment management services, including determining investment goals, selecting investments, allocating assets, and monitoring portfolios. KCP may recommend third-party managers. KCP also offers financial planning services, creating written plans covering investment, retirement, insurance, tax, education, portfolios, asset allocation, and real estate planning. KCP also holds seminars and workshops to educate the public on different types of investments and the different services they offer.

Assets Under Management$130M
Clients276
Advisors5
Avg. per Client$460K
Avg. per Advisor$25M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Kuhn Capital Partners (KCP) offers investment management services where they manage your investments for a fee based on the value of your portfolio. The specific fee will be outlined in your agreement with KCP. KCP may also recommend third-party managers to manage your portfolio.

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Location

5 Advisors at this firm