Mitchell Kramer Advisors LLC

Mitchell Kramer Advisors LLC offers portfolio management and financial planning to a range of clients — including individuals, high‑net‑worth individuals, charitable organizations and business entities — though the firm reports no assets under management as of its initial Form ADV filing. It provides both discretionary and non‑discretionary portfolio management, creates an Investment Policy Statement for each client, and charges asset‑based management fees for ongoing services while also offering hourly financial planning.

The firm’s investment process draws on multiple analysis methods (fundamental, technical, quantitative, charting, cyclical and modern portfolio theory) and may employ long‑ and short‑term strategies, including margin, options and short sales; it primarily recommends blue‑chip equities but also uses mutual funds, ETFs, fixed income, annuities and other instruments. Portfolio decisions are implemented to reflect documented client objectives and risk tolerances, and accounts are reviewed at least quarterly.

Noteworthy distinctions include that the firm’s principal maintains an active insurance practice and is licensed to sell insurance and annuity products, with commissions for those sales disclosed as a potential conflict of interest that the firm says it will manage through disclosure and internal review. The firm also uses an hourly fee option for financial planning — a less common fee model for investment‑manager firms — requires clients to custody assets at a specified custodian platform (Schwab Institutional), and is a newly formed advisor with no prior ADV filings.