Kraematon Investment Advisors (KIA) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. KIA creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), and individual stocks. KIA also provides financial planning services covering investment planning, retirement planning, personal savings, and education savings. KIA acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$200M
Clients173
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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