KOHR Investments offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including full written plans and consultations. KOHR Investments may use sub-advisors to manage client assets. They do not offer services through a wrap fee program. KOHR Investments also offers seminars and workshops.
Fee Structure
KOHR Investments offers ongoing asset management services. The annual fee ranges from 0.50% to 2.00% of your portfolio. The specific fee will be outlined in your client agreement. Fees are negotiable based on factors such as the type of client, complexity, and amount of assets managed. KOHR Investments also uses sub-advisors, and the total fee includes both KOHR's portion and the sub-advisor's fee.