David Kaiser
David Kaiser is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Bloomfield Hills, MI, with 36 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
42714 Woodward Ave, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (3)
Judgment / Lien
September 2024Judgment / Lien
October 2020Judgment / Lien
October 2020Other Business Activities
David provides investment advisory services through Wealthcare Advisory Partners, dedicating full-time hours to this activity. He also uses Woodward Square Advisors, Inc. for tax/investment purposes and Wealth Management Services, LLC as a DBA for LPL business.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Integrated Wealth Concepts LLC
Wealthcare Advisory Partners LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
State Registrations5 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.