Kaizen Financial Advisors offers portfolio management, financial planning, tax planning, and financial coaching. Kaizen aims to help clients make better financial decisions and organize their financial lives. They primarily serve high-net-worth individuals who value their advice and expertise. Kaizen acts as a fee-based fiduciary, providing investment advice in the client's best interest.
Assets Under Management$240M
Clients140
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. There is a minimum annual fee of $5,000, billed quarterly at $1,250 per quarter. At Kaizen's discretion, they may combine the account values of family members to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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