MK
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Michael Kramer

10 Years of Experience
Garden City, NY

Michael Kramer is a registered investment advisor at Mott Capital Management LLC, based in Garden City, NY, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $4.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $1.0M1.50%
$1M+1.00%

Fees are negotiable and may vary based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

106 Seventh Street, Suite 201, Garden City, NY, 11530

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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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Employment History
Current Registrations
Mott Capital Management LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Mott Capital Management LLC
August 2014 - December 2019 · 5 yrs 4 mos
State Registrations1 state
NY
Advisor

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.