Kuhn Advisors manages investment portfolios using a value investing approach and offers financial planning as a bundled service to investment advisory clients. Financial planning covers areas like estate planning, risk management, retirement planning, and education funding. Kuhn Advisors also provides limited consulting services, such as investment consulting and personal accounting. Kuhn Advisors requires a minimum of $1 million in managed assets for new clients, but this may be waived at Kuhn Advisors' discretion.
Assets Under Management$750M
Clients269
Advisors3
Avg. per Client$2.8M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For relationships with less than $1mm under management, the fee is the greater of 1% or $5,000 annually. Some clients pay different rates that are not available to new clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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