Cramer & Rauchegger, Inc.

Cramer & Rauchegger, Inc. is a registered investment adviser based in Maitland, Florida, founded in early 1999. The firm offers investment advisory services to individuals and high net worth individuals, trusts, estates, and retirement accounts without any minimum account size requirements. Services include investment planning, financial organization, and risk assessment. The firm may also provide trustee services for revocable and irrevocable trusts, offering ongoing management and administration. Additionally, financial planning services are available for a fixed $2000 fee, covering areas such as tax planning, estate planning, and retirement planning. Cramer & Rauchegger operates on a fee-only basis, with fees calculated based on a percentage of assets under management. The fee schedule for investment advisory services ranges from 1.5% to 2.0% based on account size. The firm does not accept performance-based fees or engage in side-by-side management. Investment discretion is granted to third-party managers for discretionary accounts. The firm does not vote proxies for client accounts unless acting as trustee and granted authority. Cramer & Rauchegger has not been subject to any legal or disciplinary events and has no financial commitments impairing its ability to meet client commitments.