Mary Roche is a registered investment advisor at Kohlhepp Investment Advisors, LTD., based in Chapel Hill, NC, with 13 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 307 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kohlhepp Investment Advisors charges a fee for managing your investments, up to a maximum of 2.25% annually. This fee covers both advisory and administrative services, and includes the cost of a third-party money manager if one is used. The fee is typically paid in advance on a quarterly basis, debited directly from your account. In certain cases, fees may be reduced or tiered. Separate account managers, strategists, and money managers may impose additional fees, as well as program, platform, and custodial fees.
Location
Chapel Hill, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary is the owner and director of operations at Kohlhepp Investment Advisors LTD, dedicating full-time hours to this role. She also does marketing for Better Screen Time (minimal time) and volunteers as a parent educator (about 10-20% of her time).
Employment History
Current Registrations
Kohlhepp Investment Advisors, LTD.
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations1 state
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