Kyle Shimoda
Kyle Shimoda is a registered investment advisor at Diversify Advisory Services, LLC, based in Honolulu, HI, with 19 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,698 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify Advisory Services charges a fee based on the value of your investments. The exact fee depends on the platform and the advisor you work with. Fees are negotiable, with a maximum annual rate of 1.75% for AMS, OMS, and DMS platforms. The Wealth Accumulator Strategy has a maximum fee of 1.00%. Envestnet Portfolio Solutions has a maximum fee of 2.00%. Pontera Retirement Solutions has a maximum fee of 2.00%. These fees do not include custodial fees or underlying investment fees. Some platforms also have strategy fees.
Location
1001 Bishop Street, Suite 2300, 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 ActivitiesSells Insurance
Kyle is an agent for INPAC Wealth Solutions, selling fixed life insurance, and spends a few hours per week on this. He also owns two rental properties and dedicates minimal time to reviewing statements. Finally, Kyle works as an investment advisory representative for Diversify Advisory Services, LLC, spending about 10-20% of his time working with clients on investment advice.
Employment History
Current Registrations
Dfpg Investments, LLCBroker
Diversify Advisory Services, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Nylife Securities LLCBroker
State Registrations6 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.