Kramer Investment Services, LLC
Kramer Investment Services, LLC (CRD# 169769) is a financial advisory firm headquartered in Lake Geneva, WI. They manage $1,203,244 in 67 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts67ACCOUNTS
Average Account Value$17,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
James Kramer (CRD# 2053881) is an Investment Advisor Representative working at Kramer Investment Services, LLC in Lake Geneva, WI and has over 7 years of experience in the finance industry.