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.

Disclosures

Investment advisory services are offered through Kraus Capital, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Kraus Capital and its representatives are properly licensed or exempt from licensure.

Brian Kraus is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks are owned by the Certified Financial Planner Board of Standards, Inc. and are used in accordance with CFP Board guidelines.

Charles Schwab serves as the independent custodian for client assets. Kraus Capital is not affiliated with, and does not receive compensation from, Charles Schwab for custodial services. No strategy assures success or protects against loss. Past performance is not a guarantee of future results.

See our Privacy Policy, Form CRS, and Disclosures for more information. These documents are provided by our compliance vendor.