Kramer Investment Advisors refers clients to third-party money managers (TPMMs) like Eqis Capital Management & City National Rochdale to manage their investment portfolios. Kramer Investment Advisors helps clients determine their suitability for the TPMM's program, explains the program's operation, assists in establishing an account, and acts as a liaison between the client and the TPMM. Kramer Investment Advisors also offers financial planning services at no additional charge.
Fee Structure
Kramer Investment Advisors offers financial planning to clients at no additional charge. This service involves helping clients manage their finances based on their individual needs, ranging from broad financial planning to single-subject planning. They will meet with you to gather information about your financial situation and objectives and may deliver a written plan to help you achieve your goals.