How does the advisor help clients – Key Takeaways:
M. KRAUS & Company is known for providing expert financial advice to a diverse range of clients. With their personalized approach and vast knowledge of the market, the firm helps clients achieve their financial goals.
Facts and Insights
The firm was founded by Michael Kraus, a renowned financial expert with over 25 years of experience in the industry. Since its inception, the firm has grown to become one of the most trusted names in the financial services sector.
M. KRAUS & Company has a team of highly qualified advisors who stay updated with the latest market trends and regulations. This allows them to provide valuable insights and recommendations to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
M. KRAUS & Company offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College savings planning
Client Types
The firm works with a diverse range of clients, including individuals, families, small businesses, and institutions. They believe in developing long-term relationships with their clients and providing personalized solutions based on their unique financial goals and risk tolerance.
Fees & Compensation
M. KRAUS & Company has a transparent fee structure and does not charge any hidden fees. They primarily charge a percentage of assets under management and may also charge an hourly or fixed fee for certain services. The firm believes in aligning their interests with their clients’ by charging performance-based fees.
Background
Michael Kraus, the founder of the firm, has a Bachelor’s degree in Economics and a Master’s degree in Finance. He is a certified financial planner (CFP) and has held various leadership positions in the financial industry. He is also a frequent speaker at financial conferences and has been featured in various media outlets for his expertise.
Financial Advisor Disclosures to Know
M. KRAUS & Company operates with complete transparency and abides by all the rules and regulations set by the financial industry. They provide all necessary disclosures to their clients, including their fees, potential conflicts of interest, and any disciplinary actions taken against them or their advisors in the past.