Ronnie Kahn is a CFP-designated registered investment advisor at Accumulation Strategies, based in Woodland Hills, CA, with 9 years of industry experience. Ronnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 32 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable at the Adviser's discretion.
Fee Estimator
Contact
Ronnie Kahn
Location
6355 Topanga Canyon Blvd, Suite 525, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Accumulation Strategies
Previous Registrations
Accumulation Strategies
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Ronnie Kahn, CFP, has held the Certified Financial Planner License® for eighteen years. He is a member of the Financial Planning Association. He has been a featured planner in theLA TimesMoney Makeover columns, is the author of “Money Consciousness” inThe Journal of Financial Planning, and has been quoted on the Fox Market Wire Personal Finance website.