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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Annual flat rate of 1.2%, subject to negotiation in certain circumstances.