M. Kraus & Company offers investment management services, both with and without the authority to make trades without asking first, to individuals, trusts, retirement plans, and other organizations. They work with clients to establish investment goals and create portfolios based on those goals. Portfolios are customized and consist primarily of individual stocks, bonds, and cash equivalents. M. Kraus & Company also provides limited financial planning services as part of their investment management process.
Assets Under Management$560M
Clients228
Advisors5
Avg. per Client$2.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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