Bruce Kramer is a registered investment advisor at Greenwich Financial Advisors, LLC, based in Millsboro, DE, with 8 years of industry experience. Bruce 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 3 more. Their firm serves 44 clients with $34M 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 $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees negotiable for accounts over $6,000,000.
Fee Estimator
Location
32157 Ivory Gull, Millsboro, DE, 19966
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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 Activities
Bruce is the managing member and CPA at Bruce Kramer CPA, LLC, focusing on accounting and tax preparation services. This activity takes up nearly all of Bruce's time.
Employment History
Current Registrations
Greenwich Financial Advisors, LLC
Previous Registrations
Cedar Wealth Management, LLC
State Registrations1 state
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