GW
ChFC
GW
ChFC

Gene Watanabe

9 Years of Experience
1 DisclosureSells Insurance

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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K

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.

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Location

500 Ala Moana Blvd., Suite 7400, Honolulu, HI, 96813

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History

Regulatory History (1)
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Judgment / Lien
March 1995
Other Business ActivitiesSells Insurance

Gene 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.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
Origin Financial Group LLC
January 2004 - December 2005 · 1 yr 11 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.
Gene Watanabe - Financial Advisor | TrueAdvisor