Tamara Kraig is a CFP-designated registered investment advisor at Bruce A. Kraig Associates, based in West Chester, PA, with 23 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $32M 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 $125K | 1.00% |
| $125K - $250K | 0.90% |
| $250K - $375K | 0.80% |
| $375K+ | 0.75% |
Fees are billed in arrears at the end of each quarter based on the average value of the portfolio.
Fee Estimator
Location
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bruce A. Kraig Associates
State Registrations1 state
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Exams
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