Joseph Kruse
Joseph Kruse is a CFA-designated registered investment advisor at Kruse Asset Management, LLC, based in Chicago, IL, with 24 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 186 clients with $140M 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 $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Schedule is for predominately (>70%) equity accounts. For predominately (>70%) fixed income accounts: < $100,000: 1.50%; $100,000 - 500,000: 1.25%; $500,000 - $1,000,000: 1.00%; $1,000,000 - $5,000,000: 0.75%; >$5,000,000: 0.50%. Fees may be negotiated but will be limited on the low side by the fixed income schedule and on the high side by the equity schedule. This pricing schedule does not generally apply to Kruse Asset Management’s proprietary quantitative strategies.
Fee Estimator
Location
216 S Jefferson Street, Suite 302, Chicago, IL, 60661-5743
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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
Joseph is an advisor to YCharts.com, an investment-related website, working on ranking and rating systems. He spends a few hours per week on research, which directly benefits clients and is work he would likely do regardless.
Employment History
Current Registrations
Kruse Asset Management, LLC
Previous Registrations
Bear, Stearns & CO. INC.
State Registrations1 state
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