Korhorn Financial Group

Korhorn Financial Group is a registered investment adviser established in April 2007, offering discretionary investment advisory services based on a percentage of assets managed, typically ranging from negotiable to 1.25%. Clients may engage in the SEI Asset Management Program on a wrap-fee basis, with management fees not exceeding 1.75% annually. Financial planning and consulting services are available on a fixed fee or hourly rate basis, with retirement plan consulting fees ranging from 0.05% to 0.80% or fixed fees of $2,500 to $80,000. The firm may recommend private investment funds and provides access to an online platform by eMoney Advisor. Clients have the option to invest in Innovator Defined Outcome ETFs, Bitcoin, cryptocurrencies, and digital assets. KFG does not receive more than 50% of its revenue from commissions or compensation for the sale of investment products. The firm does not vote client proxies and does not solicit fees exceeding $1,200 per client six months in advance. KFG has not been subject to disciplinary actions, bankruptcy, or financial conditions impairing its commitments. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm's Chief Compliance Officer is available to address any client inquiries regarding the disclosed arrangements and potential conflicts of interest.