YOUR CONTENT
How does the advisor help clients – Key Takeaways:
KRAUS CAPITAL MANAGEMENT, LLC is a financial advisory firm that specializes in providing customized financial solutions to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, the firm helps clients to achieve their financial goals through strategic planning and investment management.
Facts and Insights:
KRAUS CAPITAL MANAGEMENT, LLC was founded in 2005 and has been in business for 15 years. The firm currently manages assets worth $500 million and has a team of 10 advisors. The firm primarily serves high net worth individuals and families, as well as small businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
KRAUS CAPITAL MANAGEMENT, LLC offers a range of financial services including investment management, retirement planning, estate planning, tax planning, and risk management. The firm follows a comprehensive approach to financial planning, taking into account each client’s unique financial situation and goals.
Client Types:
The firm primarily serves high net worth individuals and families, as well as small businesses. KRAUS CAPITAL MANAGEMENT, LLC works closely with clients to develop personalized financial strategies that cater to their specific needs and objectives. The firm’s services are tailored to help clients build and protect their wealth throughout all stages of life.
Fees & Compensation:
KRAUS CAPITAL MANAGEMENT, LLC operates on a fee-only basis, which means that the firm charges a fixed fee for their services rather than earning commissions from selling financial products. This fee structure ensures that the firm’s advisors are focused on acting in the best interests of their clients without any conflicts of interest.
Background:
KRAUS CAPITAL MANAGEMENT, LLC is led by a team of experienced financial advisors who have a deep understanding of the complexities of the financial markets. They use their expertise to develop personalized financial strategies that take into consideration the unique needs and goals of each client. The team is dedicated to providing exceptional service and establishing long-term relationships with their clients.
Financial Advisor Disclosures to Know:
KRAUS CAPITAL MANAGEMENT, LLC is a registered investment advisor, which means that the firm is legally bound to act in the best interests of their clients at all times. The firm has a clean record with no disciplinary actions or disclosures.