Miho Hatori is a registered investment advisor at App, based in San Mateo, CA, with 19 years of industry experience. Miho 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 52 clients with $8.6M 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
1900 S. Norfolk St., Ste 350, San Mateo, CA, 94403
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
Miho is involved in several insurance-related activities, including appointments with insurance agencies and submitting business for group medical and disability. She also dedicates full-time hours to Asset Planning and Protection LLC for tax/investment purposes, and a few hours per week to BLT Insurance Services.
Employment History
Current Registrations
App
Previous Registrations
Advanced Portfolio Strategies
LPL Financial LLC
LPL Financial LLCBroker
Pruco Securities, LLC.Broker
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.