Kaiser Wealth Management
Assets Under Management
$36.6M
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$36.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kaiser Wealth Management provides investment advisory services through independent advisor representatives, offering managed programs and third-party managed programs. They also offer financial planning and consulting services, including hourly consulting, fixed-fee plans, and asset-based consulting. Services are tailored to client objectives and risk tolerance.
Fee Structure
Fees for investment advisory services are negotiable, with a maximum annual fee of 2.50% of the portfolio value. Financial planning fees vary: hourly rates range from $35 to $300, fixed fees range from $500 to $50,000, and asset-based fees (for assets held outside of Kaiser Wealth Management) cannot exceed 2.50%. The minimum account size typically starts at $25,000 for individual accounts or $100,000 for households.
Areas of Practice
Location
WY, United States