Donald Kremer
Donald Kremer is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 34 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
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
Donald is involved in several business activities, including non-variable insurance sales (term life, universal life, LTC, whole life, and disability income) taking about a quarter of his time, providing investment advisory services through Private Advisor Group (full-time), and acting as president of Kremer Associates (minimal time). He also owns Kremer Holdings, LLC for tax/investment purposes (minimal time) and rents out a garage at his vacation condominium (minimal time).
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cantella & CO., INC.
Kremer & Associates, INC.
Cantella & CO., INC.Broker
Commonwealth Equity Services, INC.Broker
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
F.N. Wolf & CO., INC.Broker
State Registrations25 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.