Theodore Krammer is a CFP-designated registered investment advisor at Krammer Financial, based in Redmond, WA, with 19 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 55 clients with $64M 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 | 1.00% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are negotiable. Additional fees for third-party managers selected (if applicable) will vary but will not exceed 1%, for a total maximum annual fee of 2%.
Fee Estimator
Location
Redmond, WA
Get directionsHistory
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 ActivitiesSells Insurance
Theodore receives compensation for successful referrals to The Business Ferret consulting company, dedicating minimal time to this activity. He is also a licensed insurance agent in Washington since 2009, spending a few hours per week recommending insurance products.
Employment History
Current Registrations
Krammer Financial
Previous Registrations
Sagepoint Financial, INC.
AXA Advisors, LLC
State Registrations3 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.