Kaizen Financial Strategies offers investment advisory services to individuals, high net worth individuals, entrepreneurs, small business owners, and non-profit organizations. Services include financial planning, retirement plan consulting, and asset management through a wrap fee program. As a fiduciary, Kaizen Financial Strategies is legally required to act in the client’s best interest.
Assets Under Management$290M
Clients284
Advisors5
Avg. per Client$1M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Kaizen Financial Strategies offers investment management through a bundled fee program. Please see the Wrap Fee Program Brochure for more information. The firm absorbs client transaction fees, which creates an incentive to limit trading activities in client accounts.
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