Charles
Krause

Fairfield, Bush & Co

CRD#2169396
Investment Advisor
in New Canaan, CT

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About this Advisor

Charles Krause is a financial advisor operating out of New Canaan, Connecticut with 31 years of industry experience. Krause is on the advisory team at Fairfield, Bush & Co. They have spent their complete time as a financial advisor at Fairfield, Bush & Co. Krause maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut. Fairfield, Bush & Co is a financial advisory company based in Darien, CT. It oversees $365 million in assets across its 227 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides financial advice to three charitable organizations. Of its 227 client accounts, 26% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules are based on which service is offered. However, fee types billed by Fairfield, Bush & Co likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

31 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

65 Locust Avenue
New Canaan, CT 06840

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Fairfield, Bush & Co Brokerage Details

Total Assets Under Management

$365,284,587

CT Average: $5,297,377,271
Total Number of Employees

6

CT Average: 35
Total Number of Accounts

227

CT Average: 690
Average Account Size

$1,609,183

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Charles Krause Work History

Charles has been registered as a financial advisor for 31 years.*

1991 - Present (33 years)

Fairfield Research Securities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Krause to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fairfield, Bush & Co

Michael Carlin
Darien, CT
Erik Pearson
Darien, CT
Christopher Getman
Darien, CT
Charles Krause
New Canaan, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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