J Kaiser Management (JKM) offers investment management and financial planning services to individuals, businesses, investment funds, trusts, estates, and retirement plans. JKM creates personalized financial plans based on client objectives. JKM specializes in portfolio wealth management, real estate investment management, and investment fund management. The firm acts as a fiduciary for its clients.
Assets Under Management$280K
Clients9
Advisors1
Avg. per Client$31K
Avg. per Advisor$280K
Fee Structure
Planning is included in investment management (also available separately)
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.
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