Kevyn Yonesaki
Kevyn Yonesaki is a registered investment advisor at Global View Capital Management LLC, based in Honolulu, HI, with 6 years of industry experience. Kevyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
1441 Kapiolani Boulevard, Suite 912, Honolulu, HI, 96814
Get directionsHistory
Regulatory History (1)
Criminal
January 2004Other Business ActivitiesSells Insurance
Kevyn works as a tax advisor for Diamond Head Tax Group, dedicating nearly full-time hours to financial consulting. Kevyn also works as a bartender and is an independent contractor for Global View Capital Advisors, marketing insurance and advisory services.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Acrylic Financial, INC.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 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.