Antonette Hayakawa is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Encino, CA, with 3 years of industry experience. Antonette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
6345 Balboa Boulevard, Building 4, Suite 375, Encino, CA, 91316
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 Activities
Antonette owns Toni's Garage Doors LLC, a garage door repair and installation business, since 2021. She spends a few hours per week making payments and managing insurance policies for the business.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Sb Capital Management, INC.
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.
Exams
More Advisors
- Amitha Harichandran, CFPMercer Global Advisors INC.
- Radfar Eliassi, ChFCState Farm Investment Management CORP.
- Muhammad Aziz, PFSInnovative Wealth Advisors LLC
- John Bauer, CFPLPL Financial LLC
- Edward Kulow, CFPD.A. Davidson & CO.
- Valerie Campadonia, CFPWells Fargo Advisors