Daniel Kramer
Daniel Kramer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 30 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
99 East Main Street, Ste 200, Franklin, TN, 37064
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
Daniel operates his LPL business under the name Kramer Financial Group. He is also an agent for P.I.E. Facilities, Inc. and Highland Capital Brokerage, both involving non-variable insurance, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1717 Capital Management CompanyBroker
State Registrations15 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.
Exams
More Advisors
- Brian Kuefler, CFP, ChFCLPL Financial LLC
- Stephen HansenLPL Financial LLC
- Jacob Bauchmann, CFA, CFPLPL Financial LLC
- Keith FedorLPL Financial LLC
- William Elliott, ChFCLPL Financial LLC
- Matthew Filik, CFPLPL Financial LLC