Bernard Yip
Bernard Yip is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, with 32 years of industry experience. Bernard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
820 Hind Drive, Suite 129, Honolulu, HI, 96821
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2024Other Business ActivitiesSells Insurance
Bernard works for First Hawaiian Advisor and First Hawaiian Bank, focusing on lifecycle planning. He also works as an insurance agent for First Hawaiian Bank, selling non-variable insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Mutual Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations21 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
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