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Gordon Asahara

23 Years of Experience
Honolulu, HI
BrokerSells Insurance

Gordon Asahara is a registered investment advisor at Centaurus Financial, INC., based in Honolulu, HI, with 23 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
38,049 clients
Average Client Portfolio
$193K average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.

Maximum advisory fees:

  • Alpha, Beta, ABJ, Omega, Delta: 2.25%
  • AA & VL: 1.50%
  • Adviser-Directed: 1.35%
  • FlexUMA: 2.25%

Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.

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Location

745 Fort Street, Suite #2121, 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

Gordon is a managing director at Asahara Financial Group, LLC since 2003, focusing on fixed life insurance and long-term care products. He dedicates minimal time to the sale of fixed products.

Employment History
Current Registrations
Centaurus Financial, INC.Broker
October 2016 - Present · 9 yrs 7 mos
Centaurus Financial, INC.
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Securities America, INC.Broker
November 2015 - November 2016 · 1 yr
Securities America Advisors, INC.
November 2015 - November 2016 · 1 yr
Wilbanks Securities Advisory
June 2010 - November 2015 · 5 yrs 5 mos
Wilbanks Securities, INC.Broker
June 2010 - November 2015 · 5 yrs 5 mos
Great American Advisors, INC.
January 2009 - June 2010 · 1 yr 5 mos
Shelgren Financial Group, INC.
March 2005 - December 2008 · 3 yrs 9 mos
Great American Advisors, INC.Broker
February 2005 - June 2010 · 5 yrs 4 mos
Pmg Securities CorporationBroker
July 2003 - February 2005 · 1 yr 7 mos
World Group Securities, INC.Broker
April 2002 - April 2003 · 1 yr
Wma Securities, INC.Broker
March 2002 - April 2002 · 1 mo
State Registrations2 states
CAHI
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.