Norman Kramer Investments provides portfolio management services. They work with clients to establish financial goals and create a personalized investment policy. Kramer Investments manages accounts on a discretionary basis, creating portfolios with individual stocks, exchange traded funds, bonds, certificates of deposit, and mutual funds. Clients can place reasonable restrictions on investments.
Assets Under Management$38M
Clients36
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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