Gene Watanabe is a ChFC-designated registered investment advisor at Redhawk Wealth Advisors, INC., based in Honolulu, HI, with 9 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.
Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.
500 Ala Moana Blvd., Suite 7400, Honolulu, HI, 96813
Get directionsGene works as a Group X Cycle Instructor at 24 Hour Fitness, dedicating minimal time to this role. Gene is also an insurance producer for ECA Marketing/5Q Group, selling insurance and annuities, which takes about 10-20% of his time.
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.