Alissa Kimura
Alissa Kimura is a registered investment advisor at Osaic Wealth, INC., based in Honolulu, HI, with 24 years of industry experience. Alissa 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
Alissa is a notary public, owns multiple rental properties, and is a manager at Kimura Consulting LLC. She also dedicates a few hours per week to Retirement Solutions Hawaii LLC and BSCC Financial-Fixed Insurance, and works full-time at BSCC Financial and about a quarter of her time at McRoberts & Associates.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations12 states
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