Kreighton Bieger is a CFA-designated registered investment advisor at Kilterhowling LLC, based in Boulder, CO, with 15 years of industry experience. Kreighton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 207 clients with $290M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable based on the advisor, client type, complexity, account composition, and total assets managed.
Fee Estimator
Location
3550 Frontier Ave, Unit 2A, Boulder, CO, 80301
Get directionsHistory
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 →Employment History
Current Registrations
Kilterhowling LLC
Previous Registrations
Sargent Bickham Lagudis, LLC
State Registrations2 states
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
More Advisors
- William Stites, CFAKilterhowling LLC
- Trevor Schimschock, CFAKilterhowling LLC
- Jimmy Burton, CFPBusiness Financial Strategies, LTD.
- Anthony Ferrara, CFPEdelman Financial Engines
- Meera Meyer, CFPFull Body Finance
- Jason Black, CFPColorado Capital Management