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CK
CFP
CK
CFP

Charles Kreitler

Kreitler Financial LLC
21 Years of Experience
New Haven, CT
Sells Insurance
View SEC Summary
View SEC Summary

Charles Kreitler is a CFP-designated registered investment advisor at Kreitler Financial LLC, based in New Haven, CT, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 173 clients with $580M in assets under management.

Kreitler Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
173 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$584.9M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.3M1.25%
$1.3M - $2.0M1.20%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.65%

Fees are negotiable based on account size, portfolio composition, and servicing needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

265 Church Street, Suite 501, New Haven, CT, 06510

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Charles is an independent insurance agent since 2021, dedicating minimal time to this activity. This activity is not investment-related.

Employment History
Current Registrations
Kreitler Financial LLC
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - July 2020 · 11 yrs 6 mos
Raymond James Financial Services
October 2005 - January 2009 · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
May 2005 - July 2020 · 15 yrs 2 mos
State Registrations3 states
CTTXVT
Advisor

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.

Exams
No exam information available for this advisor.
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