Justin Kohler is a CFP-designated registered investment advisor at The Fiduciary Group, based in Savannah, GA, with 12 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $1.7B 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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60.0M - $80.0M | 0.30% |
| $80.0M - $100.0M | 0.25% |
| $100.0M - $120.0M | 0.20% |
| $120M+ | 0.20% |
Fees are negotiable in certain circumstances. Advisory fees for certain family members are discounted or waived.
Fee Estimator
Location
310 Commercial Drive, Savannah, GA, 31406-3682
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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 →Other Business Activities
Justin assists his wife with the day-to-day operations of her marketing, media, and advertising company, Thoughts on Threads, LLC, ensuring taxes are paid and bills are managed. He dedicates a few hours per week to this non-investment related business.
Employment History
Current Registrations
The Fiduciary Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Sharp Financial Group
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.