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Christopher Capano

20 Years of Experience
Shelburne, VT

Christopher Capano is a registered investment advisor at M. Kraus & Company, based in Shelburne, VT, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 228 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
228 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$559.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Non-profit organizations receive a 10% discount. Fees, account minimums and payment terms are negotiable depending on a client's unique situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Building A, Suite 7-C, 4076 Shelburne Road, Shelburne, VT, 05482

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
M. Kraus & Company
April 2005 - Present · 21 yrs 1 mo
State Registrations2 states
TXVT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Capano - Financial Advisor | TrueAdvisor