Krauss Whiting Capital Advisors provides investment management services based on individual client needs. They develop an Investment Policy Statement (IPS) for each client after discussing their goals, time horizon, risk tolerance, and liquidity needs. Krauss Whiting manages accounts on a discretionary or non-discretionary basis, and reviews portfolios at least quarterly, rebalancing annually as needed. They invest in various securities, including stocks, bonds, and mutual funds.
Assets Under Management$47M
Clients30
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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