Kreitler Financial LLC

Kreitler Financial, LLC is a registered investment advisor based in New Haven, Connecticut, established in February 2003 and registered with the U.S. Securities and Exchange Commission in May 2020. The firm offers discretionary and non-discretionary investment advisory services, including financial planning and consulting, primarily recommending allocation among mutual funds, ETFs, stocks, bonds, and fixed income securities based on client objectives. Fees are charged on a percentage basis, ranging from 0.65% to 1.25%, with a negotiable minimum account size of $1,000,000. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients include individuals, businesses, charitable organizations, and trusts. Investment strategies include long-term and short-term purchases, with a focus on fundamental, technical, and cyclical analysis. Clients are encouraged to review accounts annually, and the firm does not vote client proxies. The firm does not have any disciplinary actions, bankruptcy petitions, or financial conditions that may impair its commitments. Clients are provided with quarterly account statements and reports. The firm does not provide legal or accounting services and does not assist with financial plan implementation unless agreed upon in writing.