Miyashita and Associates refers clients to third-party investment advisory firms for asset management and other advisory services. Miyashita and Associates helps clients identify their risk tolerance and investment objectives and recommends third-party firms accordingly. Miyashita and Associates receives a portion of the fee charged by the third-party firms as a referral fee. Clients are not obligated to use the recommended firms.
Assets Under ManagementN/A
Clients29
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Miyashita and Associates does not directly manage investments. Instead, the firm refers you to third-party investment advisory firms, who manage your investments and charge a fee. Miyashita and Associates receives a portion of that fee as a referral fee, typically 25% of what the third-party firm charges you.
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