Masahiro Yamazaki is a registered investment advisor at Oxler Private Wealth, based in New York, NY, with 17 years of industry experience. Masahiro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 151 clients with $580M 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 | 1.50% |
Annual fees range from 0.50% to 1.50% of assets under management, negotiable based on individual client circumstances.
Fee Estimator
Location
3 Columbus Circle, 15th Floor, New York, NY, 10019
Get directionsHistory
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
Oxler Private Wealth
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Citigroup Global Markets INC.Broker
Cibc Oppenheimer CORP.Broker
Cibc Wood Gundy Securities CORP.Broker
Goldman, Sachs & CO.Broker
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
- Jessica Demler, CFPOxler Private Wealth
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.
- Jessica Farrell, CFA
- Joshua Rubin, CFPNerdwallet Wealth Partners, LLC