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Mitch Kramer – Five Star Wealth Manager

 

Award based on 10 objective criteria associated with providing quality services to clients. Objectives include: credentials, experience and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2013 – 2016 Five Star Wealth Mangers.

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Forbes Leading Wealth Manager:

The 2009 Forbes Leading Wealth Managers of Texas is awarded based on the following criteria: fee only or fee-based practice, RIA or IAR status, no unresolved lawsuits or grievances, advanced certification, comprehensive financial planning services offered and 15+ years of industry experience.

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Mitch Kramer – Women’s Choice Award 2013-2018

The Women’s Choice Award (r) by WomenCertified, Inc. is a recognition award for advisors who provided quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.

 

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