Kreitler Financial offers investment advice tailored to each client's needs. They recommend allocating assets among mutual funds, exchange-traded funds (ETFs), stocks, and bonds. Kreitler Financial also provides financial planning and consulting services for a separate fee. They monitor account performance and review asset allocation and client investment objectives. They do not assist with the implementation of any financial plan, unless they have agreed to do so in writing.
Assets Under Management$510M
Clients148
Advisors5
Avg. per Client$3.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.25% |
| $1.3M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Subject to a minimum account size of $1,000,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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