Kaizen Wealth Advisors helps clients by recommending third-party money managers to manage their investments. Kaizen gathers information about your financial situation and goals, then suggests a money manager that fits your needs. Kaizen also offers financial guidance services, assisting with retirement planning, insurance reviews, and coordinating with other financial professionals. This guidance is offered at no charge to clients using their recommended money managers.
Assets Under ManagementN/A
Clients24
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable on assets greater than $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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