Kreitler Financial is a registered investment advisor based in New Haven, Connecticut. The firm provides discretionary and non-discretionary investment management, building customized portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. In addition to managing investments, Kreitler Financial offers standalone financial planning and consulting services covering topics such as estate planning and insurance analysis. The firm primarily serves individuals, families, business entities, trusts, and estates, tailoring its strategies to each client's specific goals and risk tolerance.
Assets Under Management$580M
Clients173
Advisors4
Avg. per Client$3.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.25% |
| $1.3M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable based on account size, portfolio composition, and servicing needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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