Andrew Kaiser
Andrew Kaiser is a registered investment advisor at Mountain Hill Investment Partners, based in Atlantic Highlands, NJ, with 39 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 142 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mountain Hill Investment Partners charges a fee based on the value of your portfolio. The specific fee is outlined in your Investment Advisory Agreement. The fee covers investment advice, custody of your assets, and account reporting. You may also pay separate fees charged by mutual funds or exchange-traded funds used in your account.
Location
724 Kings Highway East, Atlantic Highlands, NJ, 07716
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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.
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Andrew is the owner/advisor of Mountain Hill Investment Partners, a registered investment advisor, dedicating nearly full-time hours to this role. He also serves as a trustee for RAKMF, a board member for Lacrosse in Middletown, president of RJJ Group LLC (real estate/rental), and owner/spokesperson for Mountain Hill School, LLC.
Employment History
Current Registrations
Mountain Hill Investment Partners
Previous Registrations
Mountain Hill Investment Partners
Mutual Securities, INC.Broker
Western International Securities
Western International Securities, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Warburg LLCBroker
Sbc Warburg Dillon Read INC.Broker
Painewebber IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
East Coast Securities Group, INC.Broker
State Registrations2 states
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.