Shiraishi Financial Group Advisors (SFGA) offers financial planning, financial consultations, and portfolio management services to individuals, trusts, estates, and businesses. SFGA uses a tactical asset allocation methodology to manage investment portfolios. SFGA may also refer clients to third-party investment advisors.
Assets Under Management$110M
Clients458
Advisors6
Avg. per Client$240K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.55% |
| $1M+ | 1.50% |
For portfolios of mutual funds and sub-accounts of non-commissionable variable annuities. For portfolios of sub-accounts of commissionable variable annuity and variable universal life insurance policies: First $1,000,000: 1.85%, Amounts over $1,000,000: 1.00%. SFGA generally waives management fees for first 12 months on commissionable VA and VUL products; however, this time period may vary.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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