Kohmann Bosshard Financial Services, Llc.

Kohmann Bosshard Financial Services, LLC, a Registered Investment Advisor established in 2006, offers fee-based investment advisory services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm's Chief Compliance Officer is Dean Kohmann. Investment strategies include asset allocation, with a focus on ETFs, mutual funds, individual securities, and fixed-income securities. Clients have the option to delegate limited discretionary authority to the Advisor. The firm does not participate in wrap fee programs and had over $900 million in discretionary assets under management as of December 31, 2024. Fees for Investment Management Services range from 0.42% to 0.85% annually, with additional details based on asset levels. Clients are required to maintain a minimum investment of $500,000, which may be waived in certain cases. The firm does not receive soft dollar benefits and does not compensate non-advisory personnel for client referrals. Clients have the authority to vote proxies for their securities, and the firm does not have custody of client assets. Kohmann Bosshard emphasizes ethical conduct, acting as a fiduciary in the best interests of its clients. The firm conducts periodic reviews of client accounts, with internal reviews occurring monthly or quarterly. Clients receive statements from Schwab, the recommended custodian, and have the option for limited discretion in their investments. Kohmann Bosshard does not have any financial conditions that would impair its ability to meet client commitments.