James Kramer
James Kramer is a registered investment advisor at Kramer Investment Services, LLC, based in Lake Geneva, WI, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 396 clients with $63M 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 $750K | 1.00% |
| $750K+ | 1.00% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
612 S. Wells Street, Unit G, Lake Geneva, WI, 53147
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James works as an insurance agent, dedicating the majority of his time to insurance services. He is also an owner and agent at Kramer Investment and Insurance Services, Inc., spending about half his time there.
Employment History
Current Registrations
Kramer Investment Services, LLC
Previous Registrations
Oldenburg & Kramer Investment Services LLC
State Registrations4 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.