A complete list of active advisors currently associated with Kaizerman & Associates, LLC
Warmer can help you find a great advisor at Kaizerman & Associates, LLC or one who fits your needs even better.
Kaizerman & Associates serves a small book of primarily individual clients, including high‑net‑worth and non‑HNW individuals, as well as pension plans, charities, corporations, trusts, and estates. The firm provides non‑discretionary portfolio management through legacy RASA (044) accounts, comprehensive and ongoing financial planning, consulting, and a maintained Beneficiary Directory service for clients and their heirs. Portfolios are constructed from client‑specific investment policies developed through interviews about goals, time horizon, risk tolerance, liquidity and tax considerations, and the firm documents those objectives in client files. In making recommendations K&A uses a mix of fundamental, technical and cyclical analysis, emphasizes asset allocation and mutual fund/ETF selection, and discloses the use and risks of option, margin and derivative strategies in its brochure. What distinguishes Kaizerman & Associates from many peers is that all reported assets ($26.4M) are managed on a non‑discretionary basis in RASA 044 accounts — a structure that is statistically uncommon — and its advisers are also registered representatives of Osaic Wealth and licensed insurance agents, so they may offer commissionable products and receive related incentives. The firm also offers a Beneficiary Directory (with implementation, annual maintenance and beneficiary meetings) and provides tax‑preparation services, additional services that are atypical for a firm of this size.
To learn more about the advisors currently working at Kaizerman & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Natick, MA
| 14
| |
Natick, MA
| 39
| |
Natick, MA
| 9
|
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