Kaizen Wealth Management, LLC

Kaizen Wealth Management, LLC is a registered investment adviser based in Charleston, SC, founded by Derrick D. DeMay in 1972. The firm offers financial planning services and portfolio management for individuals, trusts, and retirement accounts. Investment strategies are customized based on client risk tolerance, goals, and time horizon. The firm follows an investment philosophy rooted in Modern Portfolio Theory and behavioral finance, aiming to create diversified portfolios across various asset classes. Kaizen Wealth Management charges asset-based management fees starting at 1.00% for the first $10,000,000 of assets under management, with fees decreasing for higher asset levels. The firm does not charge performance-based fees. Clients have the option for discretionary management, allowing the firm to make investment decisions on their behalf. Kaizen Wealth Management reviews client accounts quarterly and provides regular updates on portfolio activity. The firm does not vote proxies on behalf of clients and has no disciplinary information to disclose. Clients are responsible for verifying fee calculations and reviewing all fees charged by the firm and third parties.