Kramer Investment Services, LLC

Overview

Kramer Investment Services, LLC is an independent, limited liability advisory firm that caters mainly to individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its advisory services also include selecting third‑party advisers for clients and offering educational seminars and workshops. Fee arrangements are flexible and include a percentage of AUM, hourly charges, fixed fees, and other fee structures. The firm lists an industry affiliation with an insurance company, and its product menu includes annuities alongside traditional investment vehicles.

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Public Holdings

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Location & Offices