JK
JK

Jeremy Kromer

4 Years of Experience
Saint Paul, MN

Jeremy Kromer is a registered investment advisor at Rk Retirement Solutions LLC, based in Saint Paul, MN, with 4 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $19M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
90 clients
Average Client Portfolio
$210K average
Assets Under Management
$18.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees negotiable for accounts over $1,000,000. For clients using Synergy Asset Management, RK Retirement charges 1% and Synergy charges 0.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Saint Paul, MN

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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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Employment History
Current Registrations
Rk Retirement Solutions LLC
May 2021 - Present · 5 yrs
State Registrations2 states
MNTX
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.