Sienna Yoshida
Sienna Yoshida is a registered investment advisor at Westside Investment Management, LLC, based in Kahului, HI, with 26 years of industry experience. Sienna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 890 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westside Investment Management charges a fee based on a percentage of the assets they manage. The exact percentage can vary up to 1.50% depending on factors like the amount of assets, complexity, and scope of services. The firm also participates in programs with SEI, where fees range from 0% to 1.50%, not including SEI's program fee. For monitoring other money managers, the fee also ranges from 0% to 1.50%.
Location
33 Lono Avenue, Suite 345, Kahului, HI, 96732
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2014Customer Dispute
September 2011Other Business Activities
Sienna owns multiple rental real estate properties. She also works full-time at Westside Investment Management, Inc. and Westside Investment Management, LLC.
Employment History
Current Registrations
Westside Investment Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Bankoh Investment Services, INC.
Bankoh Investment Services, INC.Broker
Bankoh Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 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.