Jared Zeiser
Jared Zeiser is a registered investment advisor at Zeiser Wealth Management LLC, based in Hot Springs, AR, with 26 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 200 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zeiser Wealth Management's investment management fees generally range from 0% to 2% per year of the value of your portfolio. The specific fee depends on factors like the size of your account, complexity of assets, and investment strategies. Fees are negotiable. If a third-party manager is used, you'll pay their fees, but ZWM's fee will be reduced for those assets. The cost of annual updates to financial plans is included in the asset management fee.
Location
1702 Malvern Avenue, Suite A, Hot Springs, AR, 71901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jared is a member and owner of Zeiser Wealth Management, LLC, a DBA/RIA, dedicating about a quarter of his time. He also owns rental property and acts as POA for a building complex, but spends minimal time on these activities. Finally, he is appointed with multiple insurance carriers to provide life, disability, and long-term care insurance, spending minimal time on this.
Employment History
Current Registrations
Zeiser Wealth Management LLC
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Investment Professionals, INC.
Investment Professionals, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.