M. Kraus & Company

M. Kraus & Company

Shelburne, Vermont

5.0

2 Reviews

M. Kraus & Company, a small investment advisory firm based in Shelburne, VT, is dedicated to providing personalized financial solutions to its clients. With a team of five employees, including experienced advisors Denise Dalton, Christopher Capano, and Aileen Kraus, they offer a comprehensive range of services. Four of M. Kraus & Company's employees are focused on investment advisory services, working closely with clients to understand their financial goals and develop tailored investment strategies. On average, each investment advisor manages approximately $50,750,000 in assets under management, in line with industry standards. ...see more

Assets Under Mgmt

$448.08M

Investment Professionals

4

Locations

0

% 401K & Individual

6%

% Discretionary

92%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses

Reviews for M. Kraus & Company

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