Theodore Krauss
Theodore Krauss is a registered investment advisor at Krauss Whiting Capital Advisors LLC, based in Stamford, CT, with 26 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $47M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Location
4 Landmark Square, Stamford, CT, 06901-2500
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theodore is a licensed CPA in Connecticut and the managing partner of Krauss Whiting CPAs LLP, which he founded in 1974. He dedicates about half his time to the CPA practice, operating from the same offices as his investment advisory business.
Employment History
Current Registrations
Krauss Whiting Capital Advisors LLC
State Registrations1 state
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