Luz Curiel is a registered investment advisor at Kilter Group, based in Rhinebeck, NY, with 3 years of industry experience. Luz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 413 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kilter Group offers investment management services for a fee based on a percentage of the value of your portfolio. The exact percentage is determined on a client-by-client basis and will not exceed 1.90% annually. This fee covers advisory and consulting services, trade entry, investment supervision, and other account maintenance activities. There is also a monthly fee for financial planning services and access to an online financial planning software portal, ranging from $99 to $500 per month, which is in addition to the investment management fees.
Location
Rhinebeck, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kilter Group
Previous Registrations
Invst, LLC
Challenger Wealth Management
State Registrations2 states
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