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How does the advisor help clients – Key Takeaways:
KRAMER ASSET MANAGEMENT is a reputable financial firm that offers a comprehensive range of services to its clients. With a team of experienced and knowledgeable advisors, they aim to assist clients in managing their assets and achieving their financial goals. Below are key takeaways on how the firm helps its clients:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial products and solutions
- Uses a disciplined and proven investment approach
- Focuses on long-term financial strategies
- Offers ongoing support and guidance to clients
Facts and Insights
KRAMER ASSET MANAGEMENT has been in business for over 20 years and has established itself as a trusted name in the financial industry. The firm has a strong track record of helping clients achieve their financial goals and has received numerous accolades for its services.
The table below outlines the assets under management, number of advisors, and time in business for KRAMER ASSET MANAGEMENT:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20 years |
Financial Services Offered
KRAMER ASSET MANAGEMENT offers a wide range of financial services to its clients. These include but are not limited to:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
KRAMER ASSET MANAGEMENT serves a diverse range of clients, including individuals, families, high-net-worth individuals, and businesses. The firm believes in building long-term relationships with its clients and tailors its services to meet their unique needs and goals.
Fees & Compensation
The fees and compensation structure at KRAMER ASSET MANAGEMENT is transparent and disclosed to clients before any services are provided. The firm charges a percentage of assets under management as a management fee. The exact fee varies based on the size of the portfolio and the complexity of the client’s financial situation.
Background
KRAMER ASSET MANAGEMENT was founded by John Kramer, a highly experienced financial advisor with over 30 years of industry experience. Along with a team of dedicated advisors, John and his firm aim to provide top-notch financial guidance and solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, KRAMER ASSET MANAGEMENT is required to disclose any relevant information to clients. This includes any conflicts of interest, fees and compensation, and disciplinary history. Clients can request these disclosures and ask any questions they may have before engaging the firm’s services.