Kaiser Wealth Management provides a platform for independent advisor representatives to assist clients with investment management and financial planning. Services include creating custom portfolios, selecting third-party managers, and providing financial consulting. Clients work directly with the advisor representatives, who may offer various investment programs and financial planning services. Kaiser Wealth Management does not take custody of client funds.
Fee Structure
Kaiser Wealth Management offers investment management through its Investment Advisor Representatives. The fee is a percentage of your portfolio's value, up to a maximum of 2.50% annually. The exact fee is negotiable between you and your advisor. This fee covers asset management and administrative services. Additional charges may include transaction fees and custodial fees. Kaiser Wealth Management also offers third-party managed programs where fees are determined by the third-party manager, with a maximum annual fee of 2.50%.