How does the advisor help clients – Key Takeaways:
KRAMER FIDUCIARY SERVICES is a trusted financial expert in providing comprehensive financial planning and investment management services to clients. With their extensive knowledge and experience, they help clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2005, KRAMER FIDUCIARY SERVICES has been serving clients for over 15 years. They currently manage over $500 million in assets for their clients, with a team of highly qualified and experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
KRAMER FIDUCIARY SERVICES offers a wide range of financial services to meet the diverse needs of their clients. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and more.
Client Types
KRAMER FIDUCIARY SERVICES caters to a wide range of clients, including individual investors, high net worth individuals, families, and small business owners. Their services are tailored to meet the unique financial needs and goals of each client.
Fees & Compensation
KRAMER FIDUCIARY SERVICES operates on a fee-only model, which means they do not earn commissions from recommending specific investments or financial products. Instead, they charge a flat fee or a percentage of assets under management, ensuring their clients’ best interests are always the top priority.
Background
The team at KRAMER FIDUCIARY SERVICES is made up of highly qualified financial advisors with extensive experience in the industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Accredited Investment Fiduciary (AIF®). This expertise allows them to provide clients with top-notch financial advice and services.
Financial Advisor Disclosures to Know
As a trusted financial advisor, KRAMER FIDUCIARY SERVICES is committed to transparency and always puts their clients’ best interests first. They have a clean record with no disciplinary actions or regulatory violations, ensuring clients can trust their recommendations and advice.