Kaizen Retirement Plan Advisors provides investment advice and consulting to employers who sponsor retirement plans like 401(k)s and defined benefit plans. Kaizen offers co-fiduciary services, either providing recommendations that the client can accept or reject, or making investment decisions on the client's behalf. Kaizen also works with individual investors, offering investment solutions to help them retire comfortably.
Assets Under Management$160M
Clients26
Advisors1
Avg. per Client$6M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Kaizen Retirement Plan Advisors offers investment advisory services, with fees paid quarterly. Clients can choose between two payment methods:
- Basis Point Fee: A percentage of the assets managed, ranging from 0.05% to 1.00% annually, depending on the size of the plan assets and the complexity of the client relationship.
- Flat Dollar Fee: A fixed dollar amount is deducted from the plan assets each quarter.
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