Assets Under Management
$244.2M
Number of Clients
140
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$244.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kaizen Financial Advisors provides wealth and portfolio management, financial planning, tax planning, and personalized financial coaching. They aim to help clients make better financial decisions and organize their financial life. Clients are primarily high-net-worth individuals who value their advice.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable and some clients may pay fees pursuant to a materially different fee schedule.
4030 Lake Washington Blvd, Suite 308, Kirkland, WA, 98033