Cramer & Rauchegger, Inc. offers investment advice on various investments based on your goals. They also provide ongoing management and administration of trusts, including contacting attorneys, informing beneficiaries, inventorying assets, making distributions, and filing tax returns. They can also create a financial plan for a fixed fee of $2,000, covering areas like asset protection, tax planning, retirement, and insurance. Cramer & Rauchegger may recommend third-party investment advisors to manage your portfolio.
Assets Under Management$150M
Clients850
Advisors3
Avg. per Client$180K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
All fees are negotiable at our sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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