Brandon Kremer
Brandon Kremer is a CFA-designated registered investment advisor at Heximer Investment Management INC., based in Worthington, OH, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 112 clients with $110M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
These fees apply to Wealth Management (Full Service). Investment Management (Fund Only) is charged an annual fee of 0.70%. Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Location
Worthington, OH
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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
Brandon is the treasurer for Mac-A-Cheek Foundation for the Humanities, spending a few hours per week reviewing financials and attending board meetings. He also serves as treasurer for The Polygonia Foundation, dedicating minimal time to check writing, financial statement preparation, and fundraising.
Employment History
Current Registrations
Heximer Investment Management INC.
State Registrations1 state
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