Kaizen Wealth Management offers financial planning and portfolio management services to individuals, trusts, and retirement accounts. Kaizen attempts to customize each portfolio to each client’s specific risk tolerance, time horizon, and specific goals. Kaizen relies on an investment philosophy based on Modern Portfolio Theory and behavioral finance, developing highly-diversified portfolios across many asset classes and market sectors.
Assets Under Management$58M
Clients29
Advisors1
Avg. per Client$2M
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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