Sheri Yamaguchi is a CFP-designated registered investment advisor at One Capital Management, LLC, based in Honolulu, HI, with 17 years of industry experience. Sheri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,535 clients with $8.5B 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 $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable. Family household accounts may be combined to determine breakpoints.
Fee Estimator
Location
745 Fort Street, Suite 316, Honolulu, HI, 96813
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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 →Other Business Activities
Sheri is a Director-Membership Chair for Soroptimist International Hawaii, an organization focused on empowering women and girls, dedicating minimal time. She also serves as an executor and successor trustee for a client account, requiring minimal time.
Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
Bay Isle Financial LLC
State Registrations1 state
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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