Christina White is a CFP-designated registered investment advisor at Kilter Group, based in Columbia, MD, with 16 years of industry experience. Christina 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
Columbia, MD
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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
Christina is an agent at Beacon Pointe Insurance Services, LLC since February 2024, selling life, health, and accident insurance products. This activity takes a few hours per week.
Employment History
Current Registrations
Kilter Group
Previous Registrations
Beacon Pointe Advisors, LLC
Keeney Financial Group INC.
Triad Advisors LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
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.