MY
CFP
MY
CFP
Michael Yoshikami
29 Years of Experience
Walnut Creek, CA
1 Disclosure
Michael Yoshikami is a CFP-designated registered investment advisor at Destination Wealth Management, based in Walnut Creek, CA, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,190 clients with $4.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,190 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$4.1B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.93% |
| $2.0M - $3.0M | 0.88% |
| $3.0M - $4.0M | 0.83% |
| $4.0M - $5.0M | 0.78% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
Fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1255 Treat Boulevard, Suite 900, Walnut Creek, CA, 94597
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2002Settled
Employment History
Current Registrations
Destination Wealth Management
November 1996 - Present · 29 yrs 6 mos
State Registrations2 states
CATX
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.