RC
RC
Russell Cramer
24 Years of Experience
Maitland, FL
4 Disclosures
Russell Cramer is a registered investment advisor at Cramer & Rauchegger, INC., based in Maitland, FL, with 24 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 850 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
850 clients
Average Client Portfolio
$178K average
Assets Under Management
$151.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
All fees are negotiable at our sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
800 N. Maitland Avenue, Ste. 204, Maitland, FL, 32751
Get directionsHistory
Regulatory History (4)
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Customer Dispute
November 2021Pending
Customer Dispute
December 2020Settled
Customer Dispute
November 2020Settled
Employment Separation After Allegations
August 2008Employment History
Current Registrations
Cramer & Rauchegger, INC.
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Kalos Management
October 2008 - December 2015 · 7 yrs 2 mos
Kalos Capital, INC.Broker
August 2008 - October 2022 · 14 yrs 2 mos
Qa3 Financial LLC
September 2004 - September 2008 · 4 yrs
Qa3 Financial CORP.Broker
August 2004 - September 2008 · 4 yrs 1 mo
Intersecurities, INC.
January 2003 - August 2004 · 1 yr 7 mos
Intersecurities, INC.Broker
January 2003 - August 2004 · 1 yr 7 mos
Usallianz Securities, INC.Broker
June 2002 - October 2002 · 4 mos
USA Financial Securities CorporationBroker
June 2001 - November 2001 · 5 mos
First Union Brokerage Services, INC.Broker
June 1999 - November 1999 · 5 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.