Phillip Kaiser is a CFA, CFP-designated registered investment advisor at Pk Quantitative Investing, LLC, based in Tucson, AZ, with 10 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $4.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are generally negotiable.
Fee Estimator
Location
6255 N Camino Pimeria Alta Apt 70, Tucson, AZ, 85718
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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 Activities
Phillip is currently employed at Raskob Kambourian Financial Advisors but will be working solely for his RIA, PK Quantitative Investing, LLC, starting May 1, 2021.
Employment History
Current Registrations
Pk Quantitative Investing, LLC
Previous Registrations
Raskob Kambourian Financial Advisors, LTD.
Raskob Kambourian Financial Advisors, LTD.
State Registrations2 states
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