Sheldon Shiira
Sheldon Shiira is a CFP-designated registered investment advisor at Financial Vision Advisory Services, LLC., based in Honolulu, HI, with 18 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 18 clients with $9M 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 | 0.65% |
| $500K - $1.0M | 0.55% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.10% |
Fees are not negotiable, but FVAS reserves the right to discount or waive fees at its discretion.
Fee Estimator
Location
4211 Waialae Avenue, Suite 201, Honolulu, HI, 96816-5312
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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 →Employment History
Current Registrations
Financial Vision Advisory Services, LLC.
State Registrations1 state
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