KI
KI

Karen Igarashi

19 Years of Experience
Honolulu, HI
Broker

Karen Igarashi is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Honolulu, HI, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

1003 Bishop St, Honolulu, HI, 96813

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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 Activities

Karen is associated with the Karen A. Igarashi Trust since 2019. She spends no time on this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2009 - Present · 17 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2009 - Present · 17 yrs 2 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - August 2009 · 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.
January 2007 - June 2009 · 2 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
State Registrations33 states
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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.