Mitchell Kramer is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Dallas, TX, with 29 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
14800 Landmark Blvd., Suite 848, Dallas, TX, 75254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mitchell is a part-time driving instructor for Apex and NASA, and a driving instructor/coach for the Porsche Club of America. He is also involved with Fluent Finale, Fluent Financial 401k Plan, Fluent Promotions, Guidant Financial, MSKDALLAS, LLC, Texas Tech Rawls School of Business, Vistage International, and an election judge, dedicating minimal time to each.
Employment History
Current Registrations
Private Client Services, LLCBroker
Fluent Financial, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.