Mark Matsumura is a CFP-designated registered investment advisor at Mkx Capital, based in Kaneohe, HI, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and MKX Capital may charge a lower fee based on factors such as historical relationships, asset types, anticipated future assets, and account composition.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Kaneohe, HI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2023Denied
Employment History
Current Registrations
Mkx Capital
July 2026 - Present · 3 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2020 - November 2021 · 1 yr 2 mos
Cetera Investment Services LLCBroker
September 2020 - November 2021 · 1 yr 2 mos
Royal Alliance Associates, INC.Broker
March 2017 - September 2020 · 3 yrs 6 mos
Royal Alliance Associates, INC.
March 2017 - September 2020 · 3 yrs 6 mos
Signator Investors, INC.
May 2016 - April 2017 · 11 mos
Signator Investors, INC.Broker
May 2016 - April 2017 · 11 mos
Transamerica Financial Advisors, INC.
May 2012 - May 2016 · 4 yrs
Transamerica Financial Advisors, INCBroker
May 2012 - May 2016 · 4 yrs
New England Securities Corporation
October 2006 - May 2012 · 5 yrs 7 mos
New England SecuritiesBroker
August 2006 - May 2012 · 5 yrs 9 mos
Ameriprise Financial Services, INC.
May 2001 - August 2006 · 5 yrs 3 mos
Ameriprise Financial Services, INC.Broker
April 2001 - August 2006 · 5 yrs 4 mos
Ids Life Insurance CompanyBroker
April 2001 - July 2006 · 5 yrs 3 mos
State Registrations1 state
HI
Advisor
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.
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