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Brandi-Ayn Kamano

Buck Wealth Strategies, LLC
7 Years of Experience
Honolulu, HI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brandi-Ayn Kamano is a registered investment advisor at Buck Wealth Strategies, LLC, based in Honolulu, HI, with 7 years of industry experience. Brandi-Ayn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,948 clients with $1.6B in assets under management.

Buck Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,948 clients
Average Client Portfolio
$557K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.

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

Location

55 Merchant Street, Suite 2100, Honolulu, HI, 96815

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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 ActivitiesSells Insurance

Brandi-Ayn is a life insurance agent with E.A. Buck Insurance, a registered representative with Madison Avenue Securities, and an investment advisor representative with Buck Wealth Strategies, dedicating full-time hours to the first two and full-time hours to the last. She also owns rental properties.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
January 2023 - Present · 3 yrs 9 mos
Madison Avenue Securities, LLCBroker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Ae Wealth Management, LLC
December 2019 - April 2023 · 3 yrs 4 mos
Spc
April 2019 - December 2019 · 8 mos
Parkland Securities, LLCBroker
December 2018 - December 2019 · 1 yr
State Registrations2 states
HITX
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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