Cratus Capital provides investment management and financial planning services to individuals and small business owners. Daniel Johnedis, the firm's president and Chief Investment Officer, has 37 years of experience. Cratus Capital invests primarily in individual stocks and bonds, no-load mutual funds, and ETFs, tailoring its approach to each client's needs and goals.
Assets Under Management$15M
Clients32
Advisors1
Avg. per Client$470K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are based on the sum of all accounts for clients with more than one account. Fees are based on the sum of all accounts within one family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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