Asset Management
Kaizen Wealth Advisors offers a discretionary, fee-only approach to managing your assets.
Together with our clients, we hire the best and most appropriate money managers to make the day-to-day decisions related to your accounts. Most likely, you do not have the time, expertise or the desire to watch things day in and day out to adequately hold your asset management accountable to you. That's what we do! Kaizen is a fee-only registered investment advisor. We are compensated on a percentage of assets under management basis. Our compensation is based upon the best interests and the success of our clients.
Clients' interests must always come first and we must continue to do right by our clients every day, otherwise, we stop being paid. The only way our compensation increases is if your account value goes up, you entrust us with additional assets or you refer others to us. Isn't that the way it should be? You, as a client, know exactly what to expect from us and everything is transparent, meaning that nothing is hidden or buried in fine print or "legalese." You and Kaizen should remain "on the same side of the table," working together for shared goals.
Our investment supervisory services are available for, but not limited to, each of the account types that follow:
- Rollover IRAs (generally funded with proceeds from a 401(k) with a former employer)
- Traditional IRAs
- Roth IRAs
- Joint Accounts (JWROS)
- Trust Accounts (Revocable and Irrevocable)
- Children Custodial Accounts (UGMA, UTMA)
- 529 College Savings Accounts
- Individual Accounts
- Annuities (Fixed and Variable)
- 401(k) plans
- Simple IRA plans
- SEP plans
Kaizen is also available to review and provide guidance on other accounts such as an active 401(k) managed outside of your relationship with us. Although we may not be able to provide discretionary management, you can still benefit from a periodic review and asset allocation advice.