Kraus Capital Management offers investment advice and manages portfolios for individuals, trusts, pension plans, and businesses. Kraus Capital Management creates tailored investment strategies based on each client's financial goals, risk tolerance, and time horizon. As a fiduciary, Kraus Capital Management is legally required to act in the client's best interest. The firm also provides standalone retirement planning and consulting services.
Assets Under Management$65M
Clients172
Advisors1
Avg. per Client$380K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...