Mitchell Kramer
Mitchell Kramer is a registered investment advisor at Mitchell Kramer Advisors LLC, based in Sullivan, MO, with 3 years of industry experience. Mitchell 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Sullivan, MO
Get directionsHistory
Regulatory History (1)
Financial
September 2021Other Business ActivitiesSells Insurance
Mitchell owns Showcase Elite Equine LLC, providing equine/rodeo announcing and podcast services, dedicating about 10-20% of his time. Mitchell is also an independent insurance agent, but currently spends minimal time on this activity.
Employment History
Current Registrations
Mitchell Kramer Advisors LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, 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.