Yohei Fukuda is a CFP-designated registered investment advisor at Honest Wealth LLC, based in Irvine, CA, with 17 years of industry experience. Yohei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 31 clients with $15M 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 | 0.85% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
9841 Irvine Center Drive, Suite 140, Irvine, CA, 92618
Get directionsHistory
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
Yohei brokers non-registered insurance products as a sole proprietor since 2012, dedicating a few hours per week. He also owns Advanced Micro Precision LLC, Lagu Dining LLC, Noise Refinery 39 Inc., YK Capital Holdings LLC, and YM Capital Holdings LLC, spending minimal time on each.
Employment History
Current Registrations
Honest Wealth LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.