James Whiting is a registered investment advisor at Krauss Whiting Capital Advisors LLC, based in Stamford, CT, with 22 years of industry experience. James 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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James is a licensed Certified Public Accountant in Connecticut and a partner at Krauss Whiting CPAs LLP since 1988. He dedicates nearly full-time hours to the CPA practice, operating from the same office as his investment advisory business.
Employment History
Current Registrations
Krauss Whiting Capital Advisors LLC
State Registrations1 state
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