SF
CFP
SF
CFP

Shunsuke Fukushi

20 Years of Experience
Torrance, CA
BrokerSells Insurance

Shunsuke Fukushi is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Torrance, CA, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

18411 Crenshaw Blvd., Ste. 280, Torrance, CA, 90504

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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

Shunsuke is the 100% owner and officer/director of Midtown Wealth Advisors Inc., a DBA used for marketing securities, advisory, and insurance services. He also owns Midtown Planning, a college consulting company, dedicating a few hours per week to consulting on obtaining financial aid.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
April 2018 - Present · 8 yrs 1 mo
Independent Financial Group, LLC
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Centaurus Financial, INC.
March 2007 - May 2018 · 11 yrs 2 mos
Centaurus Financial, INC.Broker
April 2005 - May 2018 · 13 yrs 1 mo
State Registrations15 states
CACOFLHIINKYMANJNVNYORTNTXVAWA
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.
Shunsuke Fukushi - Financial Advisor | TrueAdvisor