Denise Dalton is a registered investment advisor at M. Kraus & Company, based in Shelburne, VT, with 24 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 228 clients with $560M 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% |
Non-profit organizations receive a 10% discount. Fees, account minimums and payment terms are negotiable depending on a client's unique situation.
Fee Estimator
Location
4076 Shelburne Road, Building A, Suite 7-C, Shelburne, VT, 05482
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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
Denise is an author/bookseller since 2014, dedicating a few hours per week to this non-investment related activity.
Employment History
Current Registrations
M. Kraus & Company
State Registrations2 states
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