James Michishima
James Michishima is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Pearl City, HI, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1245 Kuala Street, Suite 107, Pearl City, HI, 96782
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 ActivitiesSells Insurance
James is a financial advisor at Chinen & Arinaga Financial Group, offering investments, fixed, and health insurance products, dedicating a few hours per week. He also owns a CPA business, spending nearly full-time hours on it, and has other business activities including payroll processing, real estate rentals, lecturing at the University of Hawaii, and serving as Vice President at Pacific Document Imaging Inc.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 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.