Bert Riddell Cramer, Investment Adviser

Fee-Only (% of Portfolio)

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.

Assets Under Management$12M
Clients16
Advisors1
Avg. per Client$720K
Avg. per Advisor$12M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$800
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.00%
$200K - $500K0.80%
$500K - $1.0M0.70%
$1M+0.30%

Fees are generally not negotiable.

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

1 Advisors at this firm

Bert Riddell Cramer, Investment Adviser | TrueAdvisor