Sheri Yamaguchi
Sheri Yamaguchi is a CFP-designated registered investment advisor at One Capital Management, LLC, based in Westlake Village, CA, with 16 years of industry experience. Sheri 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 3,435 clients with $7B 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 and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361
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 →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
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