Edwin Suzuki
Edwin Suzuki is a registered investment advisor at Westpark Capital, INC., based in Irvine, CA, with 21 years of industry experience. Edwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 265 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Annual asset-based fees range from 0.25% to 2.75% depending on account size and the selected third-party manager program.
Fee Estimator
Location
2030 Main Street, Suite 210, Irvine, CA, 92614
Get directionsHistory
Regulatory History (2)
Financial
February 2025Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Edwin is the VP of Operations at Diligent Financial Group, Inc., a financial planning firm. He is also a sub-agent of Farmer's Insurance for property and casualty insurance sales, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Westpark Capital, INC.Broker
Westpark Capital, INC.
Previous Registrations
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
Private Asset Group, INC.Broker
Private Asset Advisors, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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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