Is Kraus Capital a Good Fit for You?
An honest look at who we serve best, and who we do not.
Not every firm is right for every person, and pretending otherwise wastes everyone’s time. We would rather be upfront about who we serve best so you can decide quickly whether it makes sense to talk.
Our honest position
Kraus Capital is a fit for some people and not for others. We are a coordinated, fiduciary planning firm built for a particular stage of life and a particular kind of client. When that matches, we do exceptional work. When it does not, we will tell you, and where we can, we will point you toward a better option.
Who we work with best
- Individuals and couples ages 55 to 70.
- With at least $700,000 in investable assets.
- At, near, or in the early years of retirement.
- Who want one coordinated, written plan rather than a single product or a quick trade.
- Who value a long-term, fiduciary relationship and want someone responsible for the whole picture.
If that sounds like you, The Legacy Blueprint shows exactly how we would build and manage your plan.
Who we are not the right fit for
We are honest about this too. We are probably not the right firm if you are an active day trader, if you are looking only for one-off transactional advice, if you want a single product rather than a coordinated plan, or if you are below our asset minimum. None of that is a judgment, it simply is not what we are built to do well.
If you are not sure
Most people are somewhere in between, and that is exactly what the free assessment is for. In about 15 minutes, we will help you see where you stand and give you an honest answer on fit, with no cost and no obligation. If we are not right for you, you will leave knowing that too.
Find out in 15 minutes
The fastest way to know if we are a fit is to ask. Your free assessment is short, free, and carries no obligation.
Prefer to talk first? Call us at 210.224.1600 or Schedule a Call. There is no cost and no obligation.