Bruce A. Kraig Associates is a registered investment advisor that has been managing money for individuals, businesses, and pension plans since 1991. The firm builds customized portfolios primarily using mutual funds, focusing on diversification across industries to manage risk and protect against market downturns. Bruce A. Kraig Associates analyzes each client's age, goals, and risk tolerance to tailor their investments, and monitors market conditions closely to adjust asset allocation when necessary. Clients receive regular quarterly performance reports and have opportunities to review their portfolios. The firm does not sell financial products for commissions or handle financial planning anymore, operating strictly as an investment management firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.00% |
| $125K - $250K | 0.90% |
| $250K - $375K | 0.80% |
| $375K+ | 0.75% |
Fees are billed in arrears at the end of each quarter based on the average value of the portfolio.