Patrick Kaiser
Patrick Kaiser is a ChFC-designated registered investment advisor at Tucker Asset Management LLC, based in Orland Park, IL, with 23 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,960 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAM charges a percentage of your portfolio each year, not to exceed 2.00%. The specific rate is determined on a client-by-client basis, considering factors like complexity and assets under management. For accounts over $10,000, TAM also charges an administrative and technology fee of up to $100 per account annually, billed monthly. Fees are billed monthly in arrears based on the average daily balance. TAM may aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Location
9501 W. 144th Place, Suite 300A, Orland Park, IL, 60462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an independent insurance agent in Tinley Park, IL, selling annuities, life and health insurance products, and physical gold and silver. This takes about 10-20% of his time.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
Iams Wealth Management, LLC
Royal Fund Management, LLC
Virtue Capital Management, LLC
Brookstone Capital Management LLC
Cambridge Investment Research Advisors, INC.
World Equity Group, INC.
Workman Securities Corporation
Workman Securities Advisory Services
The Masters
The Masters, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.