James Luthardt
James Luthardt is a registered investment advisor at Kirtland Hills Capital Management, LLC, based in Bratenahl, OH, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 363 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are subject to negotiation in certain circumstances.
Fee Estimator
Location
1 Bratenahl Place, Suite 1201, Bratenahl, OH, 44108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is an officer in the United States Navy since 2016. This activity is not investment-related.
Employment History
Current Registrations
Kirtland Hills Capital Management, LLC
Previous Registrations
Janney Montgomery Scott LLC
State Registrations3 states
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