Koehler Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,353,241
Total clients
329
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
329
Average account size
$110,496
Client services
Fee options
$0+: 1.00% to 1.80% per annum depending on type and complexity of services $0+: Specifically: Mutual funds/variable annuities accounts charged 1.00% annually (0.25% quarterly) as trail commissions payable to Broker-Dealer $0+: Unit investment trusts charged 1.80% annually (0.425% quarterly), reduced by any commissions paid $0+: Exchange traded funds, individual securities, bonds charged up to 1.50% annually (0.375% quarterly), possibly less for inactive accounts, reduced by any commissions paid
Commissions received by affiliated broker-dealer Koehler Financial, LLC on mutual funds, variable annuities, and unit investment trusts; advisory firm does not receive these commissions.
Account minimum: No minimum (clients must meet custodian's minimum account size requirements) Fee-only: Advisory fees paid directly to Koehler Financial Services, Inc., no commissions received by advisory firm.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Koehler Financial Services, Inc.
5764 James Drive
Stevensville MI 49127, United States
Number of offices
1
Forms ADV
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