J Kaiser Management, LLC
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About
J Kaiser Management, LLC is a fee‑based investment adviser that works with a mix of individual and institutional clients, including high‑net‑worth individuals, corporate pension and profit‑sharing plans, charitable institutions, foundations, qualified plans and managed investment vehicles. The firm provides portfolio wealth management, real estate investment management, investment fund management and financial planning, and operates as a fiduciary when advising clients.
The firm applies a top‑down, relative‑strength and momentum approach to sector selection, then builds model portfolios using bond funds, ETFs, individual equities and real‑estate or private placement investments; accounts are reviewed monthly with periodic rebalancing and quarterly performance and risk reporting. J Kaiser offers five proprietary trading models (ranging from fixed‑income to growth and customized strategies) and treats planning either as a standalone hourly service or included for some wealth management clients.
What distinguishes the firm from many solo independent advisers is the combination of real estate credentials and pooled‑vehicle management: the founder is a licensed real estate sales associate with real estate development experience and the adviser manages investment funds and private placements alongside individual accounts. The firm also accepts institutional mandates such as pension plans and endowments and, in limited qualified circumstances, may negotiate performance‑based fees for customized Model 5 accounts.
Client services
Expertise
Fee options
$0 - / no maximum (implicit): 0.5% (Model 1, Fixed-Income Bond Funds) $0 - / no maximum (implicit): 1.25% (Model 2, Growth ETFs) $0 - / no maximum (implicit): 1.5% (Model 3, Growth Stocks) $0 - / no maximum (implicit): 2.0% (Model 4, Growth Stocks & Real Estate) $0 - / no maximum (implicit): 2.0%+ (Model 5, Custom)
Financial planning fee at $200 per hour
Possible performance-based fees for qualified clients under Model 5, negotiated case-by-case
Fee-only: Financial planning billed at $200 per hour on a 15-minute basis
Main office
Ladysmith WI
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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.
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