Sophie Brindejonc-Choi
Sophie Brindejonc-Choi is a CFP-designated registered investment advisor at Asia Pacific Financial Management Group, INC., based in Hagatna, with 12 years of industry experience. Sophie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,490 clients with $300M 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 $250K | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees for accounts over $5,000,000 are negotiable.
Fee Estimator
Location
145 Aspinall Avenue, Hagatna, 96910-5156
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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 →Employment History
Current Registrations
Asia Pacific Financial Management Group, INC.
Previous Registrations
Asia Pacific Financial Management Group, INC.Broker
State Registrations8 states
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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