Kirtland Hills Capital Management (KHCM) offers investment advice to individuals, high net worth individuals, families, and small businesses. KHCM creates customized asset allocations based on client financial goals, time horizon, risk tolerance, and investment experience. KHCM builds long-term investment portfolios using both quantitative and qualitative analysis, focusing on equity securities, exchange listed securities, over the counter and foreign securities, exchange traded funds, municipal securities and U.S. Government securities.
Assets Under Management$310M
Clients363
Advisors2
Avg. per Client$850K
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are subject to negotiation in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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