Alexander Kaitz is a registered investment advisor at Kaitz Investments INC., based in Glenbrook, NV, with 13 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Real Estate Investing, Retirement Planning. Their firm serves 5 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kaitz Investments offers two investment management programs:
- Traditional Asset Management: Charges 1.0% of your portfolio per year.
- Performance Based Asset Management: For qualified clients (those with at least $1 million under management or a net worth over $2 million), the firm charges 0.8% of your portfolio per year, plus 10% of any gains exceeding the Standard & Poor’s 500 Index performance for the relevant period.
Location
Glenbrook, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is involved with Kaitz Property Services as an apartment management, technical, economic, and management consultant. This activity takes about a quarter of his time.
Employment History
Current Registrations
Kaitz Investments INC.
State Registrations2 states
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