Kraematon Investment Advisors manages investment portfolios and provides comprehensive financial planning services for individuals, high net worth individuals, trusts, and estates. Kraematon Investment Advisors builds customized investment portfolios primarily using mutual funds and exchange-traded funds, along with individual stocks when appropriate. The firm's investment strategy focuses on long-term growth and capital preservation, tailored to each client's specific goals, time horizon, and risk tolerance. Kraematon Investment Advisors operates as a registered investment advisor and legally acts in your best interest as a fiduciary. In addition to managing investments, Kraematon Investment Advisors offers financial planning covering retirement, personal savings, education funding, and overall financial strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm.