Dan Kraus is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Austin, TX, with 32 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 26,230 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the size and complexity of the relationship, and generally do not exceed 1.50% per year. Minimum annual fees may apply to smaller accounts.
Fee Estimator
Location
3108 N Lamar Blvd., Suite B100, Austin, TX, 78705
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Dan is a manager/officer of 8th Floor Properties LLC and 4th Floor Properties LLC, and owns commercial property in Austin and Corpus Christi. He also acts in a fiduciary capacity for family member trusts and is a member of LSB Properties LLC, arranging financing for family investment.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Austin Private Wealth, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Fidelity Brokerage Services, INC.Broker
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.
Exams
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