Bryan Nakamoto is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Honolulu, HI, with 24 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
500 Ala Moana Blvd, Suite 3-400, 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 Activities
Bryan owns Spectrum Wealth Management, LLC, dedicating full-time hours to it. He also owns two rental properties, but spends no time on them.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Financial Advisers of America, LLC
Financial Advisers of America, LLCBroker
Spectrum Wealth Management, LLC
Royal Alliance Associates, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
State Registrations19 states
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
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