Charles Krause is a registered investment advisor at Fairfield, Bush & CO., based in New Canaan, CT, with 34 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 238 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Where there are large holdings of low-cost stock or of fixed income investments in an individual's account, a lower fee may be negotiated. Certain clients of FBC, who were clients of J. Bush & Co. previously, have fee discounts due to previous investment contracts. These pre-existing fee arrangements are grandfathered at FBC and apply to accounts for their immediate family members. Billing for these clients is quarterly in arrears.
Fee Estimator
Location
65 Locust Avenue, New Canaan, CT, 06840
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Charles is a director at Stearns Investment Corp. and HJ Baker & Bro., and a trustee for the Estate of R.N. Stearns.
Employment History
Current Registrations
Fairfield, Bush & CO.
State Registrations1 state
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.