JK
CFP
JK
CFP

Jonathan a Kuhn

29 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
3,952 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.45%
$25.0M - $50.0M0.40%
$50M+0.35%

Allegheny has the right to deviate from this schedule. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237

Get directions

History

Regulatory History (1)
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Customer Dispute
February 2020
Award / Judgment
Other Business Activities

Jonathan is involved in numerous investment-related activities, primarily as a managing member or general partner for various AFG entities and funds since 2002. He also participates in Silver Threads, LLC, Erie Metal Basket, AFG-SBL, AFG-SBL II, and AFG-CCT, LLC, dedicating minimal time to each.

Employment History
Current Registrations
Allegheny Financial Group LTD
November 1998 - Present · 27 yrs 3 mos
Previous Registrations
Allegheny Investments, LTD.
March 2007 - December 2024 · 17 yrs 9 mos
Allegheny Investments, LTD.Broker
October 1996 - December 2024 · 28 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.