Amy Kramer is a registered investment advisor at Quad-Cities Investment Group, LLC, based in Davenport, IA, with 13 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 610 clients with $430M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
5177 Utica Ridge Road, Davenport, IA, 52807
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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 Activities
Amy is the owner of Kramer Construction, a general carpentry business. She dedicates minimal time to this administrative role.
Employment History
Current Registrations
Quad-Cities Investment Group, LLC
Previous Registrations
Poterack Capital Advisory, INC.
Waterstone Financial Group, INC.
Mtl Equity Products, INC.
State Registrations2 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.