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Olga Kramarenko

8 Years of Experience
Kill Devil Hills, NC
Sells Insurance

Olga Kramarenko is a registered investment advisor at Interactive Financial Advisors, based in Kill Devil Hills, NC, with 8 years of industry experience. Olga operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,151 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)

IFA offers portfolio management services with fees based on a percentage of the assets they manage. There are different fee schedules for non-403b and 403b accounts. The fees vary based on the size of your account. IFA also offers the Legacy Service, which utilizes mutual fund and ETF strategies, with a separate fee schedule. An account service fee is charged quarterly. Fees are calculated monthly based on the daily average account balance and are paid in advance. The fees for the Invest With Trust service are negotiable, but the Legacy service fees are not.

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Location

Kill Devil Hills, NC

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Olga is an insurance agent selling life and health insurance, dedicating about 10-20% of her time to this activity. She is also employed by Legacy Planning Group as a Financial Advisor, helping clients with financial planning.

Employment History
Current Registrations
Interactive Financial Advisors
July 2017 - Present · 9 yrs
State Registrations3 states
ILNCVA
Advisor

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.

Exams
No exam information available for this advisor.
Olga Kramarenko - Financial Advisor | TrueAdvisor