Kenji Saito
Kenji Saito is a registered investment advisor at Hbw Advisory Services LLC, based in Santa Barbara, CA, with 16 years of industry experience. Kenji operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
7 W Figueroa St, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2023Customer Dispute
September 2021Other Business Activities
Kenji is the President of FC Andrews Financial Education, where he is in charge of running business operations since 2020. He also teaches a financial education class for the adult education program at Santa Barbara City College since 2012.
Employment History
Current Registrations
Hbw Advisory Services LLC
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.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.