Charles Krusen
Charles Krusen is a registered investment advisor at Krusen Capital Management, LLC, based in West Palm Beach, FL, with 9 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. Their firm serves 134 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Krusen Capital Management charges an annual fee based on the total value of assets under management, ranging from 0% to 1%. The specific fee is negotiable and outlined in the investment advisory contract. Fees are generally charged quarterly in advance. In limited circumstances, KCM may charge a fixed fee ranging from $1,000 to $250,000 per year per advisory investment.
Location
515 N. Flagler Dr,, Suite 350, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a Managing Member of LionHedge Platform Fund Limited Partnership and LionHedge, LLC, acting as a General Partner managing a pooled investment vehicle since 2009. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Krusen Capital Management, LLC
Previous Registrations
Krusen Capital Management, LLC
State Registrations3 states
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