Kuhn & Company Investment Counsel, LLC

**Kuhn & Company Investment Counsel, LLC Summary:** Established in November 2019, Kuhn & Company Investment Counsel, LLC is a Chicago-based registered investment adviser offering discretionary and non-discretionary portfolio management services. Clients granting discretionary authority allow the firm to manage their accounts without prior approval for each transaction. Financial planning and consulting services are also available, tailored to individual needs and goals. The firm charges an annual portfolio management fee of 0.85% based on the account balance, billed monthly. Financial planning services are offered on an hourly basis at $250 per hour. Clients include individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. The firm recommends Charles Schwab as a custodian and broker, providing access to a broad range of investment products and services. Kuhn & Company does not participate in wrap fee programs, accept performance-based fees, or engage in side-by-side management. The firm does not vote proxies on behalf of clients and does not have any disciplinary events to disclose. Clients have the option to terminate agreements with a 30-day written notice. Kuhn & Company does not require prepayment exceeding $1,200 for services not performed within six months. The firm does not have custody of client funds and securities but exercises limited custody for fee deductions. Clients are responsible for voting securities and participating in class action lawsuits. The firm does not receive compensation for client referrals or engage in directed brokerage. Kuhn & Company does not have any financial impairments and is federally registered. Clients are advised on IRA rollover considerations and potential risks associated with different account types. For more information, visit www.adviserinfo.sec.gov and search for Kuhn & Company Investment Counsel, LLC using CRD number: 306434. Contact the firm at 630-416-7700 for inquiries.