Joanie Morioka is a registered investment advisor at Kondo Wealth Advisors, INC, based in Pasadena, CA, with 21 years of industry experience. Joanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 374 clients with $310M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
921 East Green Street, Pasadena, CA, 91106
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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
Joanie works as a registered administrative assistant at Kondo Wealth Advisors, a registered investment advisor. This is a full-time commitment.
Employment History
Current Registrations
Kondo Wealth Advisors, INC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Kondo Wealth Advisors
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
State Registrations1 state
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