Robert Kramer
Robert Kramer is a registered investment advisor at Native American Fund Advisors LLC, based in Tulsa, OK, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
This fee schedule applies to the Small Cap Value Strategy. The Short Term Bond Portfolio, Intermediate Bond Portfolio, and Blue Chip Strategy have a lower fee schedule. The Convertible Securities/High Yield Strategy and Midstream Energy Strategy have a fee schedule in between. Fees are negotiable.
Fee Estimator
Location
1616 East 15th Street, Tulsa, OK, 74120
Get directionsHistory
Regulatory History (2)
Financial
September 2019Judgment / Lien
March 2019Other Business Activities
Robert is the Chief Investment Officer of Native American Fund Advisors, an affiliated investment advisory firm. Pinnacle has acted as sub-advisor to Native American Fund Advisors since 1996.
Employment History
Current Registrations
Native American Fund Advisors LLC
Pinnacle Investment Advisors
Previous Registrations
Native American Fund Advisors LLC
Pinnacle Investment Advisors
State Registrations1 state
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.