Edward Kramer is a CFP-designated registered investment advisor at Ssb&t Wealth Management, LLC, based in Fredericksburg, TX, with 19 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 168 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 $250K | 1.20% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are charged quarterly in advance.
Fee Estimator
Contact
Edward Kramer
Location
202 W. San Antonio Street, Fredericksburg, TX, 78624
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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
Edward serves as a Director on the Board of Directors for Hochheim Prairie Farm Mutual in Texas, starting in 2021. He attends quarterly meetings and spends minimal time on this non-investment-related activity.
Employment History
Current Registrations
Ssb&t Wealth Management, LLC
Previous Registrations
Abacus Planning Group, INC.
USAA Financial Planning Services
Abacus Planning Group INC
State Registrations1 state
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
Additional Information
Eddie W. Kramer serves as President of SSB&T Wealth Management in Fredericksburg, TX. In this capacity, he builds the team of advisors and works closely with clients. Eddie is proud to work with individuals, families, and businesses in the Texas Hill Country to build a plan based on their goals and purpose in life. Eddie received the CERTIFIED FINANCIAL PLANNER™ certification in 2006.