Kramer Investment Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,275,950
Total clients
396
0% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
396
Average account size
$159,788
About
Kramer Investment Services, LLC provides discretionary investment management, financial planning, and liaison services with third‑party money managers to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. As with many supported firms, it primarily manages individual portfolios and bills on an asset‑based basis while also offering fixed‑fee and hourly planning engagements.
The firm implements strategies documented by client investment policy statements and uses fundamental, technical, and cyclical analysis to construct and monitor portfolios, providing periodic reviews and plan updates. Uncommonly for peers of its size, KIS and its third‑party managers may employ derivatives and futures (including option writing and funds with underlying futures/commodities) within separately managed accounts.
KIS is notable for an unusually high client load relative to its advisor count — several hundred clients supported on approximately $63 million in AUM — and for not maintaining a firm account minimum, reflecting a focus beyond high‑net‑worth‑only clientele. The firm is affiliated with an insurance company that sells insurance products through an affiliated entity (a disclosed source of commission income), has revenue‑sharing and incentive arrangements with a third‑party manager, and offers client educational events and appreciation programs.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Roth conversion strategy
General tax planning
Business succession planning
Fee options
Fixed fees for financial planning services ranging from $200 to $2,500 based on plan type and complexity.
$0 - $750,000: 1.00% Over $750,000+: Negotiable
$200 per hour for financial planning services.
Fee-only: Financial planning fixed fees ranging from $200 to $2,500 depending on plan complexity; hourly fees at $200/hour.
Main office location
Kramer Investment Services, LLC
612 S. Wells Street, Unit G
Lake Geneva WI 53147, United States
Number of offices
2
Most active in
Kramer Investment Services, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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