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MH
CFP
MH
CFP

Matthew Hirokane

Ameriprise Financial Services, LLC
4 Years of Experience
Honolulu, HI
Broker
View SEC Summary
View SEC Summary

Matthew Hirokane is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Honolulu, HI, with 4 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1585 Kapiolani Blvd, Ste 1235, Honolulu, HI, 96814

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew is on the Board of Directors for Hirokane, dedicating minimal time. He is also involved with SAG AFTRA since 2011, but this requires no time commitment.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs 5 mos
Ameriprise Financial Services, LLCBroker
April 2023 - Present · 3 yrs 6 mos
Ameriprise Financial Services, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2017 - September 2018 · 11 mos
Raymond James Financial Services, INC.Broker
May 2017 - September 2018 · 1 yr 4 mos
Bancwest Investment Services, INC.Broker
March 2017 - May 2017 · 2 mos
State Registrations10 states
CACOFLHINCNYORTXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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