Joseph Kilner is a registered investment advisor at Kilner Capital Advisors, LLC, based in Gaithersburg, MD, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 227 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
A tiered fee of 0.50% applies to the first $5,000,000. Fees may be negotiable, and family accounts may be aggregated to determine fee schedule.
Fee Estimator
Location
438 N. Frederick Ave., Suite 465, Gaithersburg, MD, 20877
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kilner Capital Advisors, LLC
Previous Registrations
American General Securities Incorporated
State Registrations1 state
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