Elmer Nakao
Elmer Nakao is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Honolulu, HI, with 33 years of industry experience. Elmer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1163 S. Beretania Street, Honolulu, HI, 96814
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elmer is a board director for Nishimachi Foundation, a supervisory principal for Occidental Underwriters of Hawaii, a master tax advisor for H&R Block, and involved in rental activities and Piikoi Investment Corporation. Elmer also sells life insurance and fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Salomon Brothers INC.Broker
State Registrations43 states
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.