John Kwee
John Kwee is a CFP-designated registered investment advisor at Diversify Advisory Services, LLC, based in Honolulu, HI, with 39 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 5,322 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Advisory fees are negotiable and maximum annual rates are capped at 2.00% across most platforms. Certain platforms include additional strategy fees ranging from 0.15% to 0.75%.
Fee Estimator
Location
1001 Bishop Street, Suite 2300, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2006Other Business ActivitiesSells Insurance
John is an agent for INPAC Wealth Solutions, providing life insurance need analysis as part of financial planning, and an investment advisory representative for Diversify Advisory Services, LLC. Both activities take about 10-20% of his time.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Diversify Advisory Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Syndicated Capital, INC.
Syndicated Capital, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
Nationwide Investment Services CorporationBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Mutual Securities, INC.Broker
Fsc Securities CorporationBroker
Sun Investment Services CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.
Exams
More Advisors
- Ryan Miyashiro, CFPKahala Financial Advisors, LLC
- Greg Miyashiro, CFPKahala Financial Advisors, LLC
- Kelly Fong, CFA, CFPCetera Investment Advisers LLC
- Linda Le, CFPEdward Jones
- Derek Sayegusa, ChFCState Farm Investment Management CORP.
- Megan Abbott, CFPEdward Jones