Kaltbaum Capital Management offers investment management services tailored to individual client needs. They manage portfolios by investing in equities, fixed income securities, or exchange traded funds, depending on the client's investment strategy and any restrictions they impose. Kaltbaum offers three investment strategies: growth, fixed income, and ETF. Certain accounts are managed based on the individual goals of the client. Kaltbaum also provides market commentary and investment research consulting services.
Assets Under Management$120M
Clients264
Advisors1
Avg. per Client$450K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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