A complete list of active advisors currently associated with Kohlhepp Investment Advisors, Ltd.
Warmer can help you find a great advisor at Kohlhepp Investment Advisors, Ltd. or one who fits your needs even better.
Kohlhepp Investment Advisors, Ltd. is a four-advisor SEC-registered investment advisory firm that serves individuals, high‑net‑worth clients and ERISA plans. The firm provides individualized discretionary and non‑discretionary portfolio management, comprehensive financial planning, and can retain third‑party money managers to implement client allocations. The firm’s investment process is tailored to each client’s objectives, time horizon and risk tolerance and relies on both fundamental and technical analysis; accounts are reviewed at least annually and clients have electronic access to consolidated reporting through Albridge. Custody and trade execution are typically coordinated through recommended custodians (including Charles Schwab), and the firm conducts periodic reviews of custodial and execution arrangements to assess best execution. Kohlhepp’s brochure discloses that some of its adviser representatives are also registered representatives of Cambridge Investment Research, Inc. and licensed life insurance agents, and certain individuals participate in Cambridge’s Equity Participation Plan—arrangements that can generate commission or insurance compensation separate from advisory fees and create potential conflicts of interest. The firm also discloses operational features such as the use of standing letters of authorization for third‑party transfers and a practice of requiring use of its recommended custodian for execution, which distinguish it from many peers.
To learn more about the advisors currently working at Kohlhepp Investment Advisors, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Doylestown, PA
| 29
| |
Doylestown, PA
| 57
| |
Doylestown, PA
| 16
|
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