Jan Kuha
Jan Kuha is a registered investment advisor at J. Benjamin Financial, LLC, based in Mount Pleasant, SC, with 14 years of industry experience. Jan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 138 clients with $38M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
757 Johnnie Dodds Blvd, Suite 101, Mount Pleasant, SC, 29464
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jan owns Blue Granite Insurance, LLC, selling property, casualty, and marine insurance, dedicating about 10-20% of their time to this activity. Jan is also a managing member and partial owner of JHJ Wellness, a nutrition and supplement store, spending a few hours per week on this business.
Employment History
Current Registrations
J. Benjamin Financial, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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.