Sara Kohr is a CFP-designated registered investment advisor at Sharkey Howes & Javer INC, based in Denver, CO, with 2 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 886 clients with $1.1B 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 | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be lower than 0.5% for accounts over $5,000,000. Fees are negotiable.
Fee Estimator
Location
720 South Colorado Blvd, Suite 600 South Tower, Denver, CO, 80246-1904
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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
Sharkey Howes & Javer INC
Previous Registrations
Transform Wealth, LLC
State Registrations1 state
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