Johnny Pak is a CFP-designated registered investment advisor at Otium Advisory Group, LLC, based in Hawthorne, CA, with 12 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 25 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Otium Advisory Group (OAG) charges a fixed quarterly fee for managing your investments or providing investment advice:
- All Assets Under Management: $1,500 per Quarter
Fees may be negotiable.
Contact
Johnny Pak
Location
Hawthorne, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Johnny is an Investment Adviser Representative at Otium Advisory Group, LLC since August 2016, providing investment advice and financial planning. This activity takes nearly full-time.
Employment History
Current Registrations
Otium Advisory Group, LLC
Previous Registrations
Origin Investment Advisory LLC
Searchlight Investments, LLC
Brookstone Capital Management LLC
E*trade Capital Management, 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
Additional Information
· If you change the way you see things, you will change the way you do things.