Raymond Kramer
Raymond Kramer is a registered investment advisor at Monon Wealth Management, based in Carmel, IN, with 26 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 700 clients with $450M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may vary or be negotiable. Clients may be subject to a legacy fee schedule.
Fee Estimator
Location
99 E Carmel Dr., Suite 160, Carmel, IN, 46032
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2024Customer Dispute
March 2023Customer Dispute
September 2010Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Raymond is a managing partner at Monon Wealth Management, an RIA, dedicating full-time hours to financial planning and investments. He also works as an insurance agent, occasionally selling life insurance and fixed/indexed annuities, which takes minimal time.
Employment History
Current Registrations
Monon Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
The Huntington Investment CompanyBroker
The Huntington Investment Company
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ifmg Securities, INC.Broker
Banc One Securities CorporationBroker
Charles Schwab & CO., INC.Broker
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.