Sonnie Koko
Sonnie Koko is a registered investment advisor at Osaic Wealth, INC., based in Honolulu, HI, with 25 years of industry experience. Sonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1188 Bishop Street, Suite 1808, Honolulu, HI, 96813
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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
Sonnie is a broker for Koko Wealth Management, selling fixed annuities and non-variable insurance, dedicating a few hours per week. Sonnie is also the President/Financial Planner for Koko Wealth Management, spending nearly full-time on sales/marketing of securities, investment advisory, and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Bancwest Investment Services, INC.Broker
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.