Kaizerman & Associates offers investment management through RASA 044 accounts, which are non-discretionary accounts where they purchase mutual funds and other securities. They also provide financial planning services, including a comprehensive evaluation of a client's current and future financial state. Financial planning can address personal finances, taxes, investments, insurance, retirement, death and disability, and estate planning. They also offer ongoing financial planning and consulting services on specific topics. Kaizerman & Associates has developed the Beneficiary Directory as a tool to allow individuals to organize important documents.
Assets Under Management$26M
Clients15
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$8.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.15% |
| $300K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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