Jonathan Kaiser is a registered investment advisor at J Kaiser Management, LLC, based in Ladysmith, WI, with 5 years of industry experience. Jonathan 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. Their firm serves 9 clients with $280K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J Kaiser Management offers five different investment models, each with its own fee schedule:
- Model 1 (Low Risk, Fixed Income) — 0.5% per year
- Model 2 (Moderate Risk, ETFs) — 1.25% per year
- Model 3 (Moderate Risk, Stocks) — 1.5% per year
- Model 4 (High Risk, Stocks & Real Estate) — 2.0% per year
- Model 5 (Custom) — 2.0% or higher per year
Fees are billed monthly in arrears.
Location
Ladysmith, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is involved in several outside business activities. He dedicates about half his time to JK Productions, LLC, an entertainment promotions business, and about a quarter of his time to Northwoods Rock Rally, LLC, a music festival. He also dedicates minimal time to CLD, LLC, a real estate project, and Blue Hills Baseball Club, Inc., a non-profit baseball organization.
Employment History
Current Registrations
J Kaiser Management, LLC
State Registrations1 state
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