Iris Kuwaye
Iris Kuwaye is a registered investment advisor at State Farm Investment Management CORP., based in Hilo, HI, with 28 years of industry experience. Iris 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 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
9 Lei St, Hilo, HI, 96720
Get directionsHistory
Regulatory History (3)
Regulatory
March 2016Regulatory
September 2014Regulatory
September 2013Other Business ActivitiesSells Insurance
Iris owns 50% of IHK LLC, managing rental income and dedicating minimal time. Iris also owns Iris Kuwaye's Insurance Agency, an insurance agency with State Farm, spending about half her time servicing customers and supervising employees, and owns personally held real estate, dedicating minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
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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