Kramer Investment Services offers financial planning and investment management services. Financial planning covers areas like setting goals, managing cash flow, tax planning, insurance, education funding, retirement, and estate planning. Kramer Investment Services may use third-party money managers and receives a portion of their fees for referrals. The firm also sells insurance products through an affiliated company.
Assets Under Management$63M
Clients396
Advisors1
Avg. per Client$160K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 1.00% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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