Zeiser Wealth Management offers customized financial planning and investment management services to individuals, families, trusts, charitable organizations, and corporations. The firm follows a disciplined, quantitative investment process designed to capture growth during market uptrends and manage risk during market downturns. Zeiser Wealth Management creates comprehensive financial plans that serve as working guides for building tailored investment portfolios, making tactical adjustments as needed. In addition to investment management, the firm provides standalone financial planning and consulting on topics such as retirement accounts, real estate, and annuities. The firm is led by principal Jared Zeiser and operates out of Hot Springs, Arkansas.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary from 0% to 2% per annum and are negotiable based on account size, complexity, and strategies.