Kaiser Wealth Management is a registered investment advisor based in Cheyenne, Wyoming, that has been in business since September 1998 and is owned by Todd Bishop. The firm contracts with independent advisor representatives who help clients manage their assets and achieve their investment goals through various programs. These include rep-managed custom portfolios featuring equities, fixed income securities, mutual funds, and options, as well as third-party manager programs. In addition to investment management, Kaiser Wealth Management offers financial planning and consulting services, which can cover retirement planning, tax strategies, estate planning, and portfolio analysis. Representatives may also be licensed to sell insurance products and broker-dealer services through Geneos Wealth Management. The firm tailors its services to the individual needs of clients, who range from individuals to corporations and trusts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50%. Fees are negotiable and can be paid quarterly in advance or in arrears.