Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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.
Fee Estimator
Kaizen Financial Advisors typically charges an annual asset-based fee for wealth and portfolio management services, calculated as a percentage of assets under management. Fees are negotiable, and some clients may pay different rates. Stand-alone financial advice is billed hourly: $150/hour for administrative tasks and $400/hour for financial consulting. The firm has a minimum annual fee of $5,000, billed quarterly at $1,250 per quarter, but this may be waived in some circumstances.
Areas of Practice
Advisor Information
Office location
4030 Lake Washington Blvd, Suite 308, Kirkland, WA, 98033
Get directionsRegulatory History
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