Kaizen Wealth Management offers financial planning and consulting services, covering topics such as wills, estate planning, taxes, retirement income, and insurance, on a negotiable hourly fee basis. Kaizen Wealth Management does not directly manage client portfolios or hold client assets. Instead, Kaizen Wealth Management refers clients to third-party money managers, such as Gradient Investments, to handle investment portfolios. When using third-party managers, Kaizen Wealth Management acts as a liaison, helps complete paperwork, and receives an ongoing portion of the advisory fees charged by the third-party manager. In addition to investment and planning services, the managing member operates an independent insurance practice, offering insurance products separately from Kaizen Wealth Management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by strategy, ranging from 1.00% to 1.65% annually depending on the third-party manager portfolio selected. Fees are negotiable and assessed quarterly in arrears.