KilterHowling is an investment advisor providing professional management of client investment portfolios, primarily using mutual funds and exchange-traded funds. For asset management clients, KilterHowling offers financial planning services at no additional cost, covering topics like wealth planning, tax and estate plan coordination, and charitable giving. KilterHowling also provides consulting services to participants in retirement plans.
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 charged for asset management services are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.