A complete list of active advisors currently associated with KRM Advisory Services

Warmer can help you find a great advisor at KRM Advisory Services or one who fits your needs even better.

KRM Advisory Services is a small independent registered investment adviser that serves individual clients, offering ongoing portfolio management and one-time financial planning. The firm creates an Investment Policy Statement for each client, typically provides discretionary management when authorized, and charges asset-based (percentage-of-AUM) fees with no stated account minimum. The investment approach blends charting, fundamental analysis and modern portfolio theory and emphasizes long-term trading across mutual funds, equities, ETFs, fixed income, real estate funds and annuities. The firm executes trades through its custodian platform, uses the Institutional Intelligent Portfolio feature and Morningstar tools for fund review, and provides quarterly account reports via the custodian. Distinctive features include a very small client base—about a dozen clients and roughly $4.7 million in assets under management—and disclosed outside business activities by the firm’s principal, including a salaried and commission-bearing role selling stable value products for an insurance company (reported at roughly 160 hours per month) and limited real estate sales activity. The brochure also notes the firm requires clients to use a specific custodian (Charles Schwab) and discloses potential soft-dollar benefits and access to Schwab institutional services, items that are less common for firms of this size.

To learn more about the advisors currently working at KRM Advisory Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.