Blair Aihara
Blair Aihara is a CFP-designated registered investment advisor at Rulo Advisory Services LLC, based in Arcadia, CA, with 5 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3 clients with $1M 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 $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
713 W Duarte Rd, Unit G244, Arcadia, CA, 91007
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Blair is the Vice President of One Machi Corporation, a non-profit, and an Insurance Agent as a Sole Proprietor. Blair also works as President/Tax Attorney for Rulo Tax Strategies, APC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Aihara Wealth Management LLC
Previous Registrations
Rulo Wealth Strategies LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
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.