Assets Under Management
$183.3M
Number of Clients
190
Number of Advisors
1
Average Client AUM
$965K
AUM per Advisor
$183.3M
Compensation
Fee-Only (AUM)
Kraematon Investment Advisors (KIA) offers wealth management services, including comprehensive financial planning and discretionary investment management. KIA works with clients to identify their goals, risk tolerance, and financial situation to create a customized portfolio strategy using mutual funds, ETFs, and individual stocks. KIA serves as a fiduciary to clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor.
25 Braintree Hill Office Park, Suite 200, Braintree, MA, 02184