Dennis Yamasaki
Dennis Yamasaki is a registered investment advisor at Affirmative Financial Services, based in Jacksonville, FL, with 12 years of industry experience. Dennis 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 5 clients with $1.7M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.35% |
These fees are for Flexible Plan Investments. AFS also charges a solicitor fee of 1% annually, paid quarterly (0.25% quarterly).
Fee Estimator
Location
Jacksonville, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2019Other Business ActivitiesSells Insurance
Dennis started Affirmative Financial Services in 2013 as an insurance brokerage, offering life, health, disability, LTC, and Medicare insurance products. He will continue this activity, dedicating a few hours per week to the insurance brokerage business.
Employment History
Current Registrations
Affirmative Financial Services
Previous Registrations
Investment Advisors International, INC.
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.