Kuhn & Company Investment Counsel provides investment advice and portfolio management tailored to individual client needs. They offer both discretionary and non-discretionary portfolio management services. They also offer financial planning and consulting services covering areas like retirement, investments, insurance, and estate planning. Kuhn & Company does not participate in wrap fee programs.
Assets Under Management$150M
Clients54
Advisors4
Avg. per Client$2.8M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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