Stephen Cramm is a registered investment advisor at Insight Wealth Partners, based in Plano, TX, with 1 years of industry experience. Stephen 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, Investment Management, and 2 more. Their firm serves 905 clients with $970M 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 | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.65% |
| $6M+ | 0.50% |
Schedule is for Traditional Portfolio Management. Synthetic Equity Portfolio Management has a different schedule: $0-$300K: 1.95%, $300,001-$1M: 1.75%, $1,000,001-$2M: 1.50%, $2,000,001-$3M: 1.25%, $3,000,001-$5M: 1.00%, $5,000,001-$10M: 0.75%, Over $10M: 0.50%. If insurance/annuity products are recommended and a commission is received, no advisory fees will be charged on those assets.
Fee Estimator
Location
3333 Premier Drive, Suite 800, Plano, TX, 75023
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Insight Wealth Partners
State Registrations1 state
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