KAIZERMAN & ASSOCIATES, LLC

Overview

Kaizerman & Associates, LLC is a small, owner-operated independent registered investment adviser that focuses on individual and family clients and small businesses. The firm provides financial planning and portfolio management and supplements its advisory work with other financial product sales. Its advisory model is principally non‑discretionary: the firm reports its $26.4M in assets as non‑discretionary, and the asset mix is heavily weighted to public funds and mutual funds. Fee arrangements are flexible and client‑driven, including percentage of AUM, hourly charges and fixed fees. Kaizerman & Associates is not positioned as a capital allocator or institutional pension consultant; rather, it sources investment exposure largely through third‑party vehicles and mutual funds and implements portfolios tailored to individual client objectives. The firm does not identify as an active ESG investor.

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Investments & Alternatives

Location & Offices