Kaizen Retirement Plan Advisors provides personalized investment management and retirement plan consulting services for employers sponsoring retirement plans as well as individuals and families. The firm offers both discretionary and non-discretionary investment management, building customized portfolios primarily using no-load mutual funds and exchange-traded funds through a core-and-explore strategy. Kaizen focuses on helping clients achieve long-term financial goals and retirement readiness while operating independently without selling proprietary products or receiving commissions. For retirement plan sponsors, Kaizen provides fiduciary governance consulting, vendor fee benchmarking, and employee education. For individual investors, the firm crafts customized asset allocations tailored to each client's risk tolerance and personal objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.05% to 1.00% annually depending on asset size, plan complexity, and number of meetings. Clients may alternatively choose a flat dollar fee.