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How does the advisor help clients – Key Takeaways:
KRAEMER CAPITAL MANAGEMENT LLC is a trusted financial advisor that provides comprehensive and personalized financial services to help clients achieve their financial goals. With their expertise and experience, they assist clients in making informed financial decisions and creating a customized plan to reach their financial objectives.
Their dedicated team of financial experts understands that every client has unique financial needs, and thus they provide personalized solutions that are tailored to each client’s specific situation. Through their guidance and support, clients are able to navigate through complex financial situations and make the best decisions for their financial future.
Facts and Insights
Founded in 2003, KRAEMER CAPITAL MANAGEMENT LLC has over 18 years of experience in the financial industry. With headquarters in New York City, they serve clients across the United States.
They currently manage over $500 million in assets and have a team of 5 advisors who are dedicated to providing exceptional financial services to their clients.
Their mission is to provide unbiased and comprehensive financial advice to help individuals, families, and businesses achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 18 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Charitable giving
Client Types
KRAEMER CAPITAL MANAGEMENT LLC works with a diverse range of clients including individuals, families, and businesses. They also specialize in working with high net worth individuals and provide specialized services to meet their unique needs.
Fees & Compensation
KRAEMER CAPITAL MANAGEMENT LLC operates on a fee-based structure, meaning that they charge a percentage of assets under management as their fee. This structure ensures that their interests are aligned with their clients’ success, as their fees increase with the growth of their clients’ assets.
They believe in complete transparency and provide detailed information on their fees and compensation structure to their clients before any engagement begins.
Background
KRAEMER CAPITAL MANAGEMENT LLC was founded by John Kraemer, a certified financial planner (CFP) with over 20 years of experience in the financial industry. He and his team of advisors have a wealth of knowledge and expertise in various areas of finance, providing clients with well-rounded financial advice and services.
Their team is committed to staying up-to-date with the latest industry trends and regulations, and continuously strives to improve their services to best serve their clients.
Financial Advisor Disclosures to Know
KRAEMER CAPITAL MANAGEMENT LLC has a clean record with no disclosures or regulatory actions. They prioritize following all regulations and compliance guidelines to maintain the trust and confidence of their clients.