Max Kramer
Max Kramer is a registered investment advisor at Kramer Investment Advisors, INC., based in Topanga, CA, with 10 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
Kramer Investment Advisors offers financial planning to clients at no additional charge. This service involves helping clients manage their finances based on their individual needs, ranging from broad financial planning to single-subject planning. They will meet with you to gather information about your financial situation and objectives and may deliver a written plan to help you achieve your goals.
Location
115 S. Topanga Canyon Blvd., Suite K, Topanga, CA, 90290
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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 ActivitiesSells Insurance
Max is an employee/financial executive at Trilogy Financial Services since 2014, dedicating about a quarter of their time to this role. Max also sells fixed insurance products, including life insurance and annuities.
Employment History
Current Registrations
Kramer Investment Advisors, INC.
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.