Jill Kindler is a registered investment advisor at Htb Wealth Advisors, LLC, based in Baton Rouge, LA, with 1 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are charged quarterly in advance. Savant's fees are included in HTB's total fees.
Fee Estimator
Location
2322 Tremont Drive, Baton Rouge, LA, 70809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jill is a CPA at Hannis T. Bourgeois, spending more than half her time on business valuation, litigation consulting, and estate/trust taxes. She is also a board member of Feliciana Bancshares, LLC, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
Htb Wealth Advisors, LLC
State Registrations1 state
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