J Kaiser Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$275,700
Clients
9
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$30,633
About
J Kaiser Management provides investment management, financial planning, and real estate investment management to individuals, businesses, investment funds, trusts and retirement plans. The firm’s client base, as described in its brochure, includes corporate pension and profit‑sharing plans, charitable institutions, foundations, qualified plans and managed investment vehicles in addition to individual clients.
The firm implements advice through a suite of proprietary model portfolios and customized strategies, using a top‑down, relative‑strength and momentum approach to select ETFs, stocks, bond funds and, where appropriate, real estate or private placement investments. Accounts are reviewed on a regular schedule (monthly evaluations and quarterly performance and risk reviews are noted) and the adviser typically acts with discretionary authority to rebalance and execute the agreed strategy.
Distinctive aspects of the firm include the founder’s licensed real estate sales background and real estate development experience, which the firm integrates into certain models and private placement selections while stating that any real estate compensation will not increase client costs. JKM also provides investment fund management and may manage pooled vehicles or accept institutional and qualified clients under negotiated arrangements that can include performance‑based compensation for customized engagements.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Real estate investing
Wealth management
Fee options
$0+: 0.5% (Model 1 - Fixed Income Bond Funds) $0+: 1.25% (Model 2 - Moderate risk ETFs) $0+: 1.5% (Model 3 - Moderate risk Stocks) $0+: 2.0% (Model 4 - High risk Stocks & Real Estate) $0+: 2.0%+ (Model 5 - Custom)
$200 per hour for financial planning services
Performance-based fees may be charged for qualified clients using Model 5; negotiated case-by-case
Account minimum: $1,000,000 for financial planning included on all assets in wealth management program Fee-only: Financial planning billed at $200 per hour
Main office location
J Kaiser Management, LLC
Ladysmith WI, United States
Number of offices
2
Most active in
J Kaiser Management, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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