Kuhn Capital Partners provides asset management and financial planning services to individuals, high net worth families, trusts, and foundations. The firm offers both discretionary and non-discretionary investment management, tailoring portfolios using exchange-traded securities, mutual funds, structured notes, annuities, and third-party managers. Additionally, Kuhn Capital Partners manages private investment funds focusing on long/short equity and oil and gas exploration. The firm's financial planning services cover investment planning, retirement, insurance, tax, education, and real estate, delivered through written plans without ongoing management unless separately contracted.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are negotiable and up to 2.75% annually, charged monthly in advance. Accounts can also be arranged with a flat management fee paid monthly.