Derrick Demay
Derrick Demay is a registered investment advisor at Kaizen Wealth Management, LLC, based in Charleston, SC, with 25 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 29 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Kaizen Wealth Management reserves the right to adjust the fee schedule for accounts depending on the size and type of account and the services required. In some cases, negotiation of fees may result in different fees being charged for similar services and may be less than the stated fee schedule.
Fee Estimator
Location
18 Broad Street, suite 300, Charleston, SC, 29401
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2001Employment History
Current Registrations
Kaizen Wealth Management, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 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.