Koehler Asset Management manages investment portfolios and offers financial planning and pension consulting services for individuals, high-net-worth individuals, and employee benefit plans. Portfolio management services involve building customized investment strategies based on each client's goals, time horizon, and risk tolerance, primarily using fixed income securities, equities, and exchange-traded funds. Koehler Asset Management requires the authority to make trades without asking clients first. The firm also offers pension consulting for employee benefit plans and can direct clients to third-party managers like Maple Capital Management. Financial planning services cover cash flow analysis, insurance, education funding, tax planning, retirement planning, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable. Fees may also be charged at a single rate not exceeding 1.50%.