Kraemer Capital Management provides investment management services on a discretionary basis. They meet with clients to discuss their financial situation, goals, and risk tolerance to develop an investment plan and build a portfolio. Kraemer Capital Management focuses on equities, ETFs, and fixed income. All clients can receive financial planning services, focusing on budgeting, retirement, college, and debt repayment.
Assets Under Management$2.1M
Clients30
Advisors1
Avg. per Client$69K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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