Kraematon Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kraematon Investment Advisors, Inc. provides discretionary investment management and comprehensive wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm generally charges percentage‑of‑AUM advisory fees and implements portfolios using mutual funds, ETFs, and individual equities while offering retirement account advice and planning services.
The firm’s investment process is grounded in fundamental analysis with a primarily long‑term orientation, though positions may be bought or sold on shorter horizons for rebalancing, tax reasons, or to meet client cash needs. KIA discloses that it may employ options and other derivative instruments in managed accounts for hedging or strategic purposes, and it seeks institutional share classes when available while sometimes retaining legacy holdings for client‑specific reasons.
KIA manages roughly $201.5 million in discretionary assets and operates with a compact advisory team overseen by its president and chief compliance officer, who conduct ongoing monitoring and formal reviews at least annually. The brochure also notes an institutional platform relationship with its custodian that provides research, trading, technology, and related support — including assistance provided at the firm’s launch — which the firm cites as part of its operating infrastructure.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: 0.50% annually
Account minimum: $100,000 Fee-only: Advisory fees based on assets under management, no commissions
Main office
20 Walnut Street
Wellesley MA 02481
Advisors at this office
1
Most active in
California · Florida · Massachusetts · New Hampshire
Also doing business as
Kraematon Investment Advisors, Inc · Kraematon Investment Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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