GM
CFP
GM
CFP

Greg Miyashiro

13 Years of Experience
Honolulu, HI

Greg Miyashiro is a CFP-designated registered investment advisor at Kahala Financial Advisors, LLC, based in Honolulu, HI, with 13 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 163 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
163 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$175.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Fees are non-negotiable, but KFA reserves the right to discount or waive its fees at its own discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4211 Waialae Ave, Suite 407, Honolulu, HI, 96816

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kahala Financial Advisors, LLC
March 2012 - Present · 14 yrs 2 mos
State Registrations1 state
HI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.