Skip to content
Independent
Schedule a conversation
Empty brick waterfront reading room at blue hour with two chairs, stacked publications, a copper task lamp, and ferry buildings reflected beyond tall windows.

Plan ahead

Plan and the selection of other investment advisers. decisions.

Bring Financial planning, portfolio management, and pension consulting into one coordinated planning conversation.

Schedule a conversationSchedule a conversation
available by appointment

Each recommendation is.

portfolio management.

01

Fee-only

Confirmed compensation model

02

No stated minimum

Confirmed minimum policy

03

SEC-registered

Confirmed registration class

04

Compensation methods

Hourly fees, Asset-based fees

05

Fee schedule available

6 confirmed fee entries

06

Registration scope

SEC

Clear scope

Plan the next decision.

Keep and the selection of other investment advisers. connected to the broader plan.

01

Coordinate the moving parts.

Tie pension consulting recommendations to practical next steps.

02

Plan Financial planning decisions.

Use a clear process for each and the selection of other investment advisers. decision.

03

Keep each decision connected.

A defined scope makes it clear what is included and who owns each next step.

Current priorities

pension consulting.

Start with the current picture, identify the priority, and make the next action visible.

Older white man and Latina woman place identical monthly tokens into a twelve-compartment wall organizer in a blue-hour waterfront entryway, with keys hanging beside it.
01

Clear terms.

Use the current facts to decide what needs attention next.

Harbor advisor and analyst compare abstract risk bands on a frosted wall in a blue-hour waterfront gallery.
02

Your plan, in focus.

Tie Financial planning recommendations to practical next steps.

Harbor advisor arranges four seasonal markers along an unreadable wall calendar rail in a blue-hour waterfront studio.
03

Connect the plan.

Connect each recommendation to a practical next step.

Decisions

A clear pension consulting process.

Tie portfolio management recommendations to practical next steps.

  1. 01

    Decide well.

    Bring related decisions into one coordinated conversation.

  2. 02

    One plan.

    Keep pension consulting connected to the broader plan.

  3. 03

    See clearly.

    Tie and the selection of other investment advisers. recommendations to practical next steps.

  4. 04

    Next steps.

    See the full picture before deciding what to do next.

  5. 05

    Review now.

    Keep portfolio management connected to the broader plan.

Black Harbor advisor studies a broad architectural proof in a brick waterfront print studio beside a large window at blue hour.

Your plan

One plan for the decisions ahead.

KOEHLER ASSET MANAGEMENT

Advice is translated into a short, visible set of next steps for Individuals, high-net-worth individuals, and sponsors of pension or profit-sharing plans..

Planning stays centered on the decisions that matter now while keeping the broader picture in view.

Fee-onlySEC
Schedule a conversation
Person walks along a rain-slick brick waterfront promenade at blue hour past a lit ferry warehouse and bay lights.

Planning perspective

Keep the work organized around decisions the client can understand and use.

KOEHLER ASSET MANAGEMENT

A planning perspective from KOEHLER ASSET MANAGEMENT.

Coordination

Confirmed fees and minimums.

The confirmed fee schedule and minimum requirements are shown here.

1.50%Portfolio management — $1 - $1,000,000
MinimumNo stated minimum
Portfolio management — $1,000,0001 – AND UP1.25%
Confirmed fee schedule: Portfolio management — $1 - $1,000,000 — 1.50% (annually; Filed tier: $1 - $1,000,000 1.50%); Portfolio management — $1,000,0001 – AND UP — 1.25% (annually; Filed tier: $1,000,0001 – AND UP 1.25%); Selection of other advisers — $1 - $1,000,000 — 0.75% firm fee + 0.75% third-party fee = 1.50% total (annually; Filed tier: $1 - $1,000,000 0.75% 0.75% 1.50%); Selection of other advisers — $1,000,0001 – AND UP — 0.625% firm fee + 0.625% third-party fee = 1.25% total (annually; Filed tier: $1,000,0001 – AND UP 0.625% 0.625% 1.25%); Pension consulting — Up to 1.50% (annually; Filed tier: All Assets Up to 1.50%); Financial planning — $450–$900 (hourly; Negotiated hourly fee). Confirmed compensation methods: Asset-based fees, Hourly charges. The firm has confirmed its fee-only compensation conclusion and advisor attestation.Schedule a conversation

Clear responsibilities

Plan with the facts in view.

The planning process connects immediate priorities with the broader financial picture.

Priorities and action

and the selection of other investment advisers., coordinated.

Recommendations stay tied to the facts, tradeoffs, and timing behind each decision.

Priorities and action
portfolio management

and the selection of other investment advisers..

Advice connects priorities, tradeoffs, and implementation without losing sight of the whole plan.

portfolio management
A clear next step

A clear and the selection of other investment advisers. process.

Make priorities, timing, and responsibility easy to see. The next decision stays visible. Advice connects directly to implementation.

A clear next step

Advice in context

Make the reasoning clear.

KOEHLER ASSET MANAGEMENT brings related financial questions into one focused process.

Schedule a conversation
Home | KOEHLER ASSET MANAGEMENT