Dwayne Shirakura
Dwayne Shirakura is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 27 years of industry experience. Dwayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
September 2011Customer Dispute
November 2010Customer Dispute
May 2009Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Dwayne works as an insurance broker, focusing on fixed insurance sales since 2010. This requires minimal time.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
Ifmg Securities, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Morgan Stanley Dw INC.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.