KRAMER INVESTMENT SERVICES, LLC

Overview

Kramer Investment Services, LLC is an independent, LLC-structured registered investment adviser serving individual and family clients. The firm positions itself as a fee-for-service wealth manager and capital allocator that provides financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees. Kramer does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm also lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices