Kramer Shiflett is a registered investment advisor at Howard Capital Management, LLC, based in Alpharetta, GA, with 9 years of industry experience. Kramer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,608 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable. The fee retained by Howard Capital Management is up to 1.10% of assets under management, after paying a portion to the client's primary investment professional.
Fee Estimator
Location
415 South Broad Street, Alpharetta, GA, 30009
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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 →Employment History
Current Registrations
Howard Capital Management, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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