Kirtland Hills Capital Management, LLC

Fee-Only (% of Portfolio)

Kirtland Hills Capital Management is a registered investment advisor based in Bratenahl, Ohio, managing approximately $382 million in client assets. Kirtland Hills Capital Management specializes in constructing long-term investment portfolios using equities, exchange-traded funds, municipal securities, and government bonds, approaching investments from an owner's perspective to build compounding, multi-generational wealth. Kirtland Hills Capital Management tailors customized asset allocations based on each client's goals, time horizon, and risk tolerance through ongoing portfolio monitoring. Kirtland Hills Capital Management does not offer tax advice or estate planning services, but can recommend independent professionals if needed. Kirtland Hills Capital Management works with independent custodians like Schwab Advisor Services to execute trades and hold client accounts on a discretionary basis, meaning Kirtland Hills Capital Management makes investment decisions on behalf of clients without needing prior approval for every trade. Kirtland Hills Capital Management primarily serves individuals, high-net-worth families, and small businesses.

Assets Under Management$380M
Clients263
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$190M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Annual flat rate of 1.2%, subject to negotiation in certain circumstances.

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

2 Advisors at this firm

Kirtland Hills Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor