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Kilter Group

Updated today

Client assets under management

$277,351,398

Clients

413

29% high-net worth

Advisors

7

of 13 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

59

Typical

Average account size

$671,553

About

Kilter Group serves individuals (including high‑net‑worth clients), foundations, trusts, estates, corporations and charitable organizations, offering discretionary and non‑discretionary portfolio management, financial planning, and pension consulting for plan sponsors. The firm also provides access to estate‑planning document creation through an unaffiliated third‑party platform and arranges sub‑advisor relationships and retirement plan services as part of its advisory offerings.

The firm’s investment process emphasizes a macro‑environmental, tactical asset‑allocation approach with sector rotation and a relative growth/value framework, constructing portfolios from mutual funds, ETFs, individual equities, alternatives and fixed income. Kilter Group uses a third‑party risk‑analysis tool (Nitrogen) and an online planning portal to quantify client risk scores and align strategies, and it may allocate portions of client accounts to independent managers when appropriate.

Compared with many peer teams, Kilter Group operates an uncommon multi‑office footprint for its size (seven offices) and combines investment advice with several atypical ancillary services, including a digital estate‑document offering via Wealth.com, an affiliated non‑investment consulting entity for business owners, and an insurance brokerage. The firm also discloses use of certain third‑party AI/machine‑learning tools and maintains a promoter arrangement with an external RIA for workplace retirement accounts, matters it addresses through vendor due diligence and conflict‑of‑interest disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Retirement income strategy Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Estate planning document creation fees range from $800 to $1,200, paid as a separate flat fee through a third-party provider.

Percentage

$0+: up to 1.90% +: up to 1.00% additional fee for sub-advisor/manager

Commissions

Commissions are earned on insurance products sold by some IARs through Kilter Group Insurance Brokerage, LLC.

Subscriptions

Financial planning services subscription fees range from $99 to $500 per month for clients electing this service.

Other

Fee-only: Financial planning fees range from $99 to $500 per month for clients who elect this service.

Main office location

Kilter Group

Rhinebeck NY, United States

Number of offices

7

Most active in

Arizona · California · Connecticut · Florida · Illinois · Kansas · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Ohio · Pennsylvania · Texas · Vermont · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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