Kohr Investments

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Client assets under management

$23,875,166

Clients

10% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$291,161

About

KOHR Investments provides advisory services primarily to individual and high‑net‑worth clients through discretionary portfolio management, financial planning and consulting, and retirement rollover advice. The firm also conducts impersonal educational seminars and workshops for the public, associations, family foundations and employers as part of its client education offerings.

The firm’s investment approach centers on a value‑oriented, long‑only core with strategic and tactical asset‑allocation overlays, and uses fundamental, technical and cyclical analysis as appropriate. KOHR tailors recommendations through one‑on‑one interviews and questionnaires, may engage third‑party managers in sub‑advisory relationships, and advises across a wide range of instruments including mutual funds, ETFs, fixed income, annuities and cryptocurrency.

Distinctive features noted in the brochure include regular no‑charge seminars and workshops and substantial affiliated insurance activity: the firm’s principals operate an insurance business and are licensed to sell insurance and annuity products, disclose receiving commissions, and report spending approximately half of their time on insurance activities, which the firm identifies as a potential conflict of interest. The firm also offers access to a third‑party cash management program, and explicitly discloses cryptocurrency among investable securities, attributes that are less common among similarly sized peers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Financial consulting serivces that do not result in a financial plan

Expertise

Wealth management Income planning

Fee options

Fixed

Financial planning fixed fees ranging from $350 to $2,000.

Percentage

0.50% - 2.00% annually

Project-based

$350 per hour for financial planning and consulting services.

Other

Fee-only: Asset management fees are negotiable between 0.50% and 2.00% annually based on client type and complexity.

Main office location

Kohr Investments

26522 La Alameda #210

Mission Viejo CA 92691, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 949-545-0229

Advisors at this firm

Lawrence B

Series 63, Series 65

Mission Viejo, CA

Kohr Investments

Lawrence Bassell is a financial advisor at KOHR Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at KOHR Investments since 2019, alongside roles at O'CONNOR Wealth Management and Kohr Financial & Insurance Services dating back to 2006. His other business activities include providing insurance services for various carriers covering life, health, and long-term care. KOHR Investments offers advisory services primarily to individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement rollover advice. The firm employs a value-oriented, long-only investment approach with strategic and tactical asset-allocation overlays and conducts educational seminars and workshops for clients and the public.

Wealth management Income planning

Michael H

Series 63, Series 65

Mission Viejo, CA

Kohr Investments

Michael Hill is a financial advisor with Kohr Investments and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at O'Connor Wealth Management and ownership of Kohr Financial & Insurance Services, where he is involved in insurance products and payroll technology services. Kohr Investments provides advisory services primarily to individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement rollover advice. The firm emphasizes a value-oriented investment approach with strategic asset allocation and offers educational seminars alongside insurance services operated by its principals.

Wealth management Income planning

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