Isao Shoji is a CFP-designated registered investment advisor at Tsg Advice Partners, LLC, based in Columbus, OH, with 20 years of industry experience. Isao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,157 clients with $870M 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 $750K | 1.00% |
| $750K - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Clients may also elect a flat annual fee ranging from $25,000 to $150,000, which includes tax preparation services. Fees are negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
4449 Easton Way, Suite 200, Columbus, OH, 43219
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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
Isao owns a single-family real estate property since 2012 and is a co-member of A I Setokko LLC, a real estate holding company, since 2013. Isao is also a member of SG Capital LLC, dedicating about a quarter of his time to business operations.
Employment History
Current Registrations
Tsg Advice Partners, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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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