Advisor at Kaizen Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kaizen Wealth Management, LLC
Location
Charleston, SC 29401
Credentials
Series 63, Series 65
Industry experience
25 years
Derrick Demay is the sole advisor at Kaizen Wealth Management, LLC in Charleston, SC, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Kaizen Wealth Management since 2004. The firm provides financial planning and portfolio management for individuals, families, trusts, and retirement accounts, managing approximately $58.5 million in client assets for a small client base. Kaizen Wealth Management employs an evidence-based investment approach grounded in Modern Portfolio Theory and behavioral finance, focusing on diversified portfolios tailored to client risk tolerance and time horizon.
$0 - $10,000,000: 1.00% annually $10,000,000 - $20,000,000: 0.50% annually $20,000,000+: 0.25% annually
18 Broad Street, Suite 300
Charleston, SC 29401
New York · South Carolina
Kaizen Wealth Management, LLC
2004 - Present (22 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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