Gene Watanabe
Gene Watanabe is a ChFC-designated registered investment advisor at Simplicity Wealth, 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 Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
500 Ala Moana Blvd, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 1995Other 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
Simplicity Wealth
Previous Registrations
Simplicity Wealth
Redhawk Wealth Advisors, INC.
Origin Financial Group LLC
State Registrations1 state
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
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