Bert Cramer is a registered investment advisor at Bert Riddell Cramer, Investment Adviser, based in Mohnton, PA, with 1 years of industry experience. Bert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 16 clients with $12M 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 $200K | 1.00% |
| $200K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.30% |
Fees are generally not negotiable.
Fee Estimator
Location
Mohnton, PA
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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.
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Bert is a part-time attorney, focusing on estate, elder law, and tax preparation since 1995. He dedicates a few hours per week to his law practice, primarily outside of securities trading hours.
Employment History
Current Registrations
Bert Riddell Cramer, Investment Adviser
State Registrations1 state
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