Raymond Kramer
Raymond Kramer is a registered investment advisor at First Kentucky Securities CORP, based in Lexington, KY, with 43 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,530 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FKSC offers investment management through its Advisory Fee Program (Non-Wrap). Clients pay an annual fee of up to 1.00% of the assets managed. For households with over $1 million in assets, the total fee is capped. Fees are billed quarterly in advance. One IAR team offers the FKSC non-wrap program and that all other client accounts are managed on a wrap basis. FKSC may also charge performance-based fees to qualified clients.
Location
1500 Leestown Road, Suite 330, Lexington, KY, 40511
Get directionsHistory
Regulatory History (1)
Regulatory
December 1996Other Business Activities
Raymond is the President of Presbyterian Housing Corp, a non-profit owning and operating low-income housing, dedicating a few hours per week. He is also a Notary Public and owns stock in First Kentucky Securities.
Employment History
Current Registrations
First Kentucky Securities CORP
First Kentucky Securities CorporationBroker
Previous Registrations
First Kentucky Securities CORP
Dupree & Company, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.