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Marisa Sacks

26 Years of Experience
Honolulu, HI
BrokerSells Insurance

Marisa Sacks is a registered investment advisor at Voya Financial Advisors, INC., based in Honolulu, HI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

711 Kapiolani Blvd Suite 1400, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marisa is an independent insurance agent selling fixed insurance and fixed annuities since 2009, dedicating minimal time. She also works as a real estate salesperson, spending about half her time assisting clients with buying and selling real estate since March 2024.

Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 8 mos
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 8 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
January 2007 - January 2011 · 4 yrs
Ing Financial Advisers, LLC
January 2007 - January 2011 · 4 yrs
Financial Network Investment Corporation
February 2002 - December 2006 · 4 yrs 10 mos
Financial Network Investment CorporationBroker
June 2001 - December 2006 · 5 yrs 6 mos
Salomon Smith Barney INC.Broker
March 2000 - June 2001 · 1 yr 3 mos
Fiserv Investor Services, INC.Broker
November 1999 - March 2000 · 4 mos
State Registrations6 states
ARAZCAHIVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.