How does the advisor help clients – Key Takeaways:
L.M. KOHN & COMPANY is a leading financial advisory firm that provides expert guidance and services to individuals and businesses. They are dedicated to helping their clients achieve their financial goals and make informed decisions for their future.
- Provide personalized financial planning and wealth management advice.
- Create custom investment portfolios based on individual risk tolerance and financial objectives.
- Offer a wide range of financial services to cater to clients’ diverse needs.
- Focus on building long-term relationships with clients to understand their unique financial situations and goals.
Facts and Insights
L.M. KOHN & COMPANY has been in the financial advisory industry for over 20 years, and their team of experienced advisors has gained a wealth of knowledge and expertise in this time. They are committed to staying updated with the latest market trends and providing clients with valuable insights to make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance and risk management
- Education planning
- Business planning and consultations
Client Types
L.M. KOHN & COMPANY serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Small and medium-sized businesses
- Non-profit organizations
- Corporations
Fees & Compensation
L.M. KOHN & COMPANY is a fee-based advisory firm, which means they charge a percentage of the assets they manage as their fee. This aligns their interests with those of their clients, as their compensation is tied to the performance of their clients’ portfolios. They are transparent about their fees and ensure that clients understand all costs associated with their services.
Background
L.M. KOHN & COMPANY was founded by financial expert L.M. Kohn, who has over 25 years of experience in the financial services industry. He holds several prestigious professional certifications, including Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), making him a highly qualified and trustworthy advisor. Kohn leads a team of dedicated and knowledgeable advisors who are committed to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
L.M. KOHN & COMPANY adheres to strict ethical and legal standards to ensure the best interests of their clients are always prioritized. They disclose any potential conflicts of interest and provide all necessary information to help clients make informed decisions. They also comply with all regulatory requirements to maintain the trust and confidence of their clients.