Bert Riddell Cramer, Investment Adviser provides investment management services for individual accounts. Bert Riddell Cramer purchases and sells individual securities to meet each client's investment goals. The firm focuses on a long-term investment approach, considering tax implications but not making them the sole basis for decisions. Risk management is a key consideration. Clients can place restrictions on investments and choose their own custodial agent.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.30% |
Fees are generally not negotiable.