Top financial advisors in Shelburne, VT
We’ve curated a list of the best financial advisors in Shelburne, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$459,493,716
Number of advisors
5 advisors
| $459,493,716 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Shelburne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Shelburne. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
M. Kraus & Company
M. Kraus & Company, established in 1996, is a registered investment adviser offering discretionary and non-discretionary investment management services to individuals, trusts, retirement plans, charitable institutions, and corporations. The firm creates customized portfolios primarily consisting of individual equities, preferred stocks, fixed income securities, and cash equivalents, with occasional use of mutual funds. Clients can choose from three client objectives: Capital Appreciation, Balanced Growth, or Current Income, which guide the asset allocation strategy. The firm provides limited financial planning services at no additional cost. M. Kraus & Company operates on a fee-only basis, with fees based on a percentage of assets under management. The fee schedule is tiered, with discounts available for non-profit organizations. The firm does not sell commissioned products, act as a custodian, or accept commissions or finder's fees. Clients have full ownership and control of their assets held by an independent custodian. The firm's investment philosophy is long-term, diversified, and value-oriented, primarily utilizing fundamental analysis. M. Kraus & Company does not engage in performance-based fees, and clients must have a minimum account size of $500,000, which may be negotiable. The firm emphasizes transparency, ethical conduct, and client-focused services.
$459,493,716 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Shelburne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Shelburne. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.