Kraemer Capital Management LLC

Fee-Only (% of Portfolio)

Kraemer Capital Management is a registered investment advisor founded in 2021 and based in Syracuse, New York. The firm is owned and operated by Samuel Kraemer. Kraemer Capital Management provides personalized investment management services on a discretionary basis, meaning the firm makes trades on your behalf without needing your permission for every transaction. Before building your portfolio, Kraemer Capital Management meets with you to understand your financial goals, risk tolerance, and time horizon. The firm focuses primarily on individual stocks, exchange-traded funds, and bonds. In addition to managing investments, Kraemer Capital Management offers financial planning services with a focus on budgeting, retirement planning, college savings, and debt repayment. Kraemer Capital Management serves individual clients and has no minimum account size requirement.

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 ValueAnnual Fee
Any0.80%

Fees are negotiable.

Fee Estimator
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Location

1 Advisors at this firm

Kraemer Capital Management LLC - Fees, AUM & Advisors | TrueAdvisor