Bruce A. Kraig Associates is an investment management firm that invests in stocks, bonds, and mutual funds. The firm manages assets for individuals, businesses, and pension plans. Client meetings include discussions of portfolios, market conditions, and recommendations for asset allocation. Regular reports are sent to clients quarterly.
Assets Under Management$24M
Clients30
Advisors2
Avg. per Client$800K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.00% |
| $125K - $250K | 0.90% |
| $250K - $375K | 0.80% |
| $375K+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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