Assets Under Management
$36.6M
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$36.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kaiser Wealth Management contracts with independent advisor representatives who assist clients in managing assets and achieving investment goals. They offer investment advisory managed programs and third-party managed programs. Financial planning and consulting services are also available, including hourly consulting, fixed fee services, and fixed periodic fees.
WY, United States