Kaiser Wealth Management

Wealth Management Firm in Pierce County, WA

Firm Info
Address: 5790 Soundview Dr, Gig Harbor, WA 98335, USA
Website:
Phone: (253) 858-4411

Firm Size
Assets Under Management: $119.7 million
# of Advisors: 1
# of Clients: 9
Client to Advisor Ratio: 9:1
Average Account Size: $13.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Kaiser Wealth Management Overview

Kaiser Wealth Management is a registered investment advisory firm that has been in the business since 1998. Located in Cheyenne, Wyoming, the firm offers its clients a fee-based arrangement for its investment advisory services. As a broker-dealer representative and municipal advisor, Kaiser Wealth Management is authorized to provide investment advice to individuals, small businesses, and institutional clients. One of the key services offered by Kaiser Wealth Management is financial planning, which helps clients define their financial goals and create a roadmap for achieving them. The firm also provides portfolio management services that are tailored to the needs of its clients. Whether it's for individuals, small businesses, or institutional clients, Kaiser Wealth Management develops customized investment strategies that aim to maximize returns while managing risk. As a registered investment advisory firm, Kaiser Wealth Management is committed to providing its clients with high-quality investment advice and management services. With a wealth of experience in the industry, the firm has established itself as a trusted partner for those looking for help in managing their investments and achieving their financial goals.

KAISER WEALTH MANAGEMENT caters to a diverse range of clients. They specialize in assisting high net worth individuals to manage their assets and investments. In addition, the firm also serves state or municipal government entities, as well as other corporations not listed. KAISER WEALTH MANAGEMENT prides itself on delivering personalized financial solutions that are tailored to the unique needs of each individual client. When it comes to fee structures, KAISER WEALTH MANAGEMENT offers several options depending on the type of service provided. Clients may choose to pay a percentage of their assets under management (AUM) as a fee, which allows the firm to receive compensation based on the success of the client's investments. Alternatively, clients may opt for an hourly fee structure, whereby the firm bills for the time spent providing financial advice and services. Finally, KAISER WEALTH MANAGEMENT also offers fixed fees, which allow clients to know exactly how much they will pay for a particular service upfront. This fee structure offers transparency and predictability, which some clients may find appealing. Ultimately, KAISER WEALTH MANAGEMENT is committed to helping clients achieve their financial goals while providing fee structures that align with each client's unique needs and preferences.

Typical Clients, Fee Structures & Investment Minimum

According to Kaiser Wealth Management's Part 2 Brochure, there is an investment minimum for their accounts, which varies depending on the type of account. The brochure notes that all accounts are held in the custody of Clearing Firms and that "minimum account fee begins at $25,000 for individual accounts or $100,000 for households." Therefore, it can be deduced that the investment minimum for Kaiser Wealth Management is $25,000 for individual accounts and $100,000 for households.

How This Office Can Help Pierce County, WA Residents

Kaiser Wealth Management offers comprehensive financial planning services to clients in Pierce County, WA. The firm's team of experienced advisors work closely with clients to develop customized investment portfolios that suit their specific financial needs and goals. They provide guidance on retirement planning, tax planning, estate planning, risk management, and other financial strategies to help clients maximize their wealth. Clients in Pierce County may be facing a variety of financial situations, such as planning for retirement, managing their investment portfolios, or protecting their assets from market volatility. Additionally, many clients may be simplifying their financial estate planning or need to develop a strategy to pass their wealth on to their beneficiaries. Kaiser Wealth Management's team of advisors can help clients navigate these complex financial issues and provide them with a comprehensive roadmap for their financial future. Whether a client is just starting to invest or is a seasoned investor with a substantial portfolio, Kaiser Wealth Management can provide expert guidance to help them achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Kaiser Wealth Management, visit their Part 2 Brochure.

Services Offered by Kaiser Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Kaiser Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5790 Soundview Dr, Gig Harbor, WA 98335, USA
Phone (253) 858-4411
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 6101 YELLOWSTONE ROAD SUITE 123, CHEYENNE, WY 82009, United States

This firm has no other locations.

State Registrations

Kaiser Wealth Management is registered to service clients in the following states:

  • Colorado

Disciplinary History

Kaiser Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.