Wealth Management

We aim to take a disciplined and long-term approach to wealth management. We have strong conviction in our process because it is rooted in academic research and empirical evidence.  We are unphased by the fads of the day.

The first step in building a portfolio is to identify your financial and psychological risk preferences. Many people want above-average returns but are not able to psychologically handle fluctuations in account values. We seek to balance your financial goals with your psychological comfort level to achieve the greatest overall investment experience.

We believe that a diversified portfolio consisting of actively managed mutual funds is the most appropriate strategy to manage risk and achieve your goals.

We are an independent investment advisory firm regulated by the Securities & Exchange Commission (SEC) and committed to aligning our interests with yours. Our sole source of compensation for all services is the advisory fee you pay us directly. We do not receive commissions or payments from third parties.

Our Fees

Our fee consists of two parts, a financial planning fee and a portfolio management fee.

Financial Planning Fee (for portfolios under $500k)

  • $500 one time setup
  • $200/month for individuals or $250/month for couples
  • Waived once portfolio reaches $500k
  • Cancel at any time

Portfolio Management Fee

Assets Under Management               Annual Fee

First $2 million                                             1.00%

Next $2 mmm – $ 5 mm                          0.75%

Above $5 mmm                                            0.50%

Past performance is not indicative of future results. This material is for informational purposes only and is not financial advice or an offer to sell any product. Kuhn Advisors, Inc. reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. The actual characteristics with respect to any particular client account will vary based on a number of factors including but not limited to: (i) the size of the account; (ii) investment restrictions applicable to the account, if any; (iii) investor suitability; and (iv) market exigencies at the time of investment. The opinions expressed are those of the Kuhn Advisors, Inc. The opinions referenced are as of the date of publication and are subject to change to due changes in the market or economic conditions and may not necessarily come to pass It should not be assumed that any of the trends or sectors discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable. All investment strategies have the potential for profit or loss.

Kuhn Advisors, Inc. utilizes best efforts that content provided is compiled or derived from sources believed to be reliable and accurate but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. 

Kuhn Advisors, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Kuhn Advisors, Inc., including its advisory services and fee schedule, can be found in its Form ADV Part 2, which is available upon request. KA-21-08