Aileen Yoshida
Aileen Yoshida is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 32 years of industry experience. Aileen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1003 Bishop St Ste 150, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Aileen has a business entity, Worthington Sisters, LLC, for tax/investment purposes since 2018. She also has a DBA, Wealth By Design, for her LPL business since 2018.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 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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