Brant Yoshida
Brant Yoshida is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393
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
Brant is a registered representative with Chinen & Arinaga Financial Group, offering investments, fixed, and health insurance products, dedicating full-time hours to this role. He also presents financial education seminars through National Benefit Services, spending minimal time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Symetra Investment Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations5 states
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