Kramer Fiduciary Services offers financial planning, investment consultation, and investment supervisory services. Services are tailored to each client's needs and may include cash flow analysis, retirement planning, education funding, estate planning, and investment recommendations. Kramer Fiduciary Services typically uses a long-term investment perspective. The firm does not provide legal services but may work with the client's other advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Kramer Fiduciary Services charges an hourly rate of $125 for investment supervisory services. The firm prepares asset allocation reports and assists with reallocating investments, but the client makes the final investment decisions.
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