KilterHowling is a registered investment advisor based in Boulder, Colorado, providing professional portfolio management and financial planning services. KilterHowling primarily builds diversified portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds tailored to each client's specific goals and risk tolerance. For clients utilizing investment management services, KilterHowling also provides comprehensive financial planning covering wealth planning, tax and estate coordination, and charitable gifting at no additional charge. The firm serves individuals, high-net-worth clients, charitable organizations, and 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 are negotiable based on the advisor, client type, complexity, account composition, and total assets managed.