BA
CFP
BA
CFP

Bradley Araki

24 Years of Experience
Honolulu, HI
BrokerSells Insurance

Bradley Araki is a CFP-designated registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 24 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1299 S Beretania St Ste 220, Honolulu, HI, 96814

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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

Bradley is associated with Tsukazaki & Associates LLC for tax/investment purposes, and TAO Investments Hawaii as a DBA for his LPL business. He also engages in real estate rental and works part-time at Navy-Marine Golf Course, dedicating minimal time to each. Additionally, Bradley is an agent for Gallagher Life & Annuity Brokerage, focusing on non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
October 2020 - Present · 6 yrs
LPL Financial LLCBroker
October 2020 - Present · 6 yrs
Previous Registrations
Commonwealth Financial Network
February 2014 - October 2020 · 6 yrs 8 mos
Commonwealth Financial NetworkBroker
May 2007 - October 2020 · 13 yrs 5 mos
New England Securities Corporation
April 2005 - May 2007 · 2 yrs 1 mo
New England SecuritiesBroker
June 2002 - May 2007 · 4 yrs 11 mos
State Registrations7 states
CAHIMDNJNYORVA
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.
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Bradley Araki - Financial Advisor | TrueAdvisor