Krammer Financial offers investment advice and financial planning to individuals, trusts, and retirement accounts. Investment management is discretionary, meaning Krammer Financial can make trades without asking you first. Financial planning is offered for an additional hourly fee and covers areas like cash management, insurance, college savings, and retirement planning. Krammer Financial may use third-party managers to manage a portion or all of your assets.
Assets Under Management$64M
Clients55
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are negotiable. Additional fees for third-party managers selected (if applicable) will vary but will not exceed 1%, for a total maximum annual fee of 2%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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