Jennifer Ziesk is a registered investment advisor at Kilter Group, based in Rhinebeck, NY, with 21 years of industry experience. Jennifer 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.
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 ActivitiesSells Insurance
Jennifer works as an insurance agent, an activity that is not investment-related. This takes about 10-20% of her time each month.
Employment History
Current Registrations
Kilter Group
Previous Registrations
Lifetime Wealth Management P.C.
Bft Financial Group, LLCBroker
Investment Professionals, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.