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Kilian Kretschmer

9 Years of Experience
Miami, FL

Kilian Kretschmer is a registered investment advisor at Finaccess Advisors LLC, based in Miami, FL, with 9 years of industry experience. Kilian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 101 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
101 clients
Average Client Portfolio
$40.7M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.40%

Applies when there is no referral fee arrangement with custodians or investment managers. Alternatively, Finaccess Advisors may receive a portion of the fees paid by the client to third-party custodians or investment managers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1111 Brickell Avenue, Suite 2600, Miami, FL, 33131

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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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Employment History
Current Registrations
Finaccess Advisors LLC
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2014 - January 2016 · 1 yr 4 mos
State Registrations1 state
FL
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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