Kaizen Financial Advisors, LLC
Assets Under Management
$244.2M
Number of Clients
140
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$244.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kaizen Financial Advisors provides tailored investment advisory services, including wealth and portfolio management, individual retirement planning, tax planning, estate planning, employee benefits, college savings, risk management, and business planning. They use model portfolios and engage East Bay Investment Solutions for portfolio management assistance and Delegated Planning for financial planning support. The firm's process includes discovery, design, implementation, and maintenance.
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
Location
4030 Lake Washington Blvd, Suite 308, Kirkland, WA, 98033