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Donald Kremer

Private Advisor Group, LLC
35 Years of Experience
Wexford, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Donald Kremer is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Wexford, PA, with 35 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
915 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8000 Brooktree Road, Suite 305, Wexford, PA, 15090

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History

Regulatory History
Clean regulatory record

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.

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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
February 2012 - Present · 14 yrs 8 mos
LPL Financial LLCBroker
October 2007 - Present · 19 yrs
Previous Registrations
LPL Financial LLC
October 2007 - March 2012 · 4 yrs 5 mos
Cantella & CO., INC.
August 2005 - October 2007 · 2 yrs 2 mos
Kremer & Associates, INC.
October 2001 - April 2012 · 10 yrs 6 mos
Cantella & CO., INC.Broker
May 1996 - October 2007 · 11 yrs 5 mos
Commonwealth Equity Services, INC.Broker
January 1995 - May 1996 · 1 yr 4 mos
American Express Service CorporationBroker
October 1992 - December 1994 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
June 1992 - February 1995 · 2 yrs 8 mos
Ids Life Insurance CompanyBroker
June 1992 - February 1995 · 2 yrs 8 mos
F.N. Wolf & CO., INC.Broker
June 1990 - June 1991 · 1 yr
State Registrations25 states
ALAZCACOCTDEFLGAHIILINKYMAMDMIMONCNJOHPASCTXVAWAWV
AdvisorBrokerBoth

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.
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