Jared Kramer is a registered investment advisor at Independent Wealth Network, INC., based in Grimes, IA, with 4 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,365 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independent Wealth Network (IWN) is compensated with fees based on a percentage of the average daily value of your investments each month. The fees are deducted directly from your account. The exact management fee is negotiated between you and your advisor, but IWN requires a program fee of 0.10% of assets per year and does not allow advisors to charge more than 2.50% of assets per year. For accounts held away at other custodians, the program fee is higher.
Location
Kramer Wealth Advisory, 101 SE 2nd Street, Grimes, IA, 50111
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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.
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Jared is self-employed as a sports referee since 2012. This activity takes about 10-20% of his time, but none during trading hours.
Employment History
Current Registrations
Independent Wealth Network, INC.
State Registrations9 states
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