Izuchi, LLC provides financial planning services covering cash flow, retirement, insurance, investments, education savings, and estate planning. Clients can choose from three financial plan options. Izuchi also offers investment monitoring and consulting services, providing non-discretionary advice and periodic portfolio reviews. Izuchi does not manage client assets directly but recommends self-directed brokerage accounts.
Fee Structure
Izuchi, LLC does not offer direct asset management services. Instead, they provide investment monitoring and consulting services where they recommend how to allocate your investments within a self-directed brokerage account. They will periodically review your portfolio and make recommendations, but you will manage the investments yourself.