J Kaiser Management, LLC

Overview

J Kaiser Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and combines traditional financial planning and portfolio management with activity as a real estate broker. Compensation methods include asset-based fees, hourly charges and the use of performance-based fees for some relationships. The firm is identified as a capital allocator, meaning it places client capital with external managers and vehicles. Advisory services extend beyond household portfolio management to include financial planning, management of pooled investment vehicles, pension consulting elements, selection of other advisers, and investor education such as newsletters and seminars. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser.

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Location & Offices