Kilter Group, located in Rhinebeck, NY, helps clients build, grow, manage, and protect their wealth. They specialize in investment for financial independence, including retirement investing and income replacement strategies. Kilter Group manages advisory accounts on a discretionary and non-discretionary basis, allocating assets among mutual funds, ETFs, alternatives, cash, and individual debt and equity securities. They also offer financial planning services covering personal finances, taxes, investments, insurance, retirement, and estate planning. Estate planning document creation is available through a third-party platform.
Fee Structure
Kilter Group offers investment management services for a fee based on a percentage of the value of your portfolio. The exact percentage is determined on a client-by-client basis and will not exceed 1.90% annually. This fee covers advisory and consulting services, trade entry, investment supervision, and other account maintenance activities. There is also a monthly fee for financial planning services and access to an online financial planning software portal, ranging from $99 to $500 per month, which is in addition to the investment management fees.