Iori Omura
Iori Omura is a CFP-designated registered investment advisor at Wealthfront Advisers LLC, based in Palo Alto, CA, with 13 years of industry experience. Iori is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 518,639 clients with $48B 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 | 0.25% |
Fee is 0.25% for Automated Investing Account or Automated Bond Portfolio, 0.15% for Automated Bond Ladder, 0.09% for S&P 500 Direct, and 0.12% for Nasdaq-100 Direct. Clients can have a portion of their assets managed for free in some cases.
Fee Estimator
Location
261 Hamilton Ave., Palo Alto, CA, 94301
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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
Iori is a licensed insurance agent with the California Department of Insurance since 2010. Iori also runs an online business selling digital illustrations and stationary through Etsy.
Employment History
Current Registrations
Wealthfront Advisers LLC
Wealthfront Brokerage LLC
Wealthfront Brokerage LLCBroker
Previous Registrations
Wealthfront Brokerage LLCBroker
Wealthfront Advisers LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
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.
Exams
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