Kraematon Investment Advisors, INC.
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)
About This Firm
KIA offers wealth management services including comprehensive financial planning and discretionary investment management using mutual funds, ETFs, and individual stocks. They work with clients to identify goals, risk tolerance, and financial situations to create a customized portfolio strategy. KIA acts as a fiduciary, committed to loyalty and mitigating conflicts of interest.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Wealth management fees are calculated quarterly based on the market value of assets under management. The annual fee is 1.00% on the first $1,000,000, 0.75% on assets between $1,000,000 and $2,000,000, and 0.50% on assets greater than $2,000,000. Fees are negotiable at the sole discretion of the Advisor. The fees are exclusive of custody and securities execution fees.
Areas of Practice
Location
25 Braintree Hill Office Park, Suite 200, Braintree, MA, 02184