Thomas Rauchegger
Thomas Rauchegger is a registered investment advisor at Cramer & Rauchegger, INC., based in Maitland, FL, with 14 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 850 clients with $150M 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 | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
All fees are negotiable at our sole discretion.
Fee Estimator
Location
800 N. Maitland Avenue, Ste. 204, Maitland, FL, 32751
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2021Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Thomas is the founder of Cramer & Rauchegger, where he promotes and sells life insurance, fixed, and fixed index annuity products, taking about a quarter of his time. He is also the author of a book about retirement and coaches soccer about 10-20% of his time.
Employment History
Current Registrations
Cramer & Rauchegger, INC.
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
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.