Sean Akiyama is a ChFC-designated registered investment advisor at Infinity 8 Investments, LLC, based in Cupertino, CA, with 25 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 64 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Infinity 8 Investments' wrap-fee program charges a single annual fee that covers investment advisory services. The fee is calculated quarterly based on the average daily balance of your portfolio. The exact percentage depends on the portfolio type (Target Return, Balanced, or Managed ETF) and the value of your investments, using a breakpoint pricing method.
Location
10080 N Wolfe Road, Suite Sw3-200, Cupertino, CA, 95014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Infinity 8 Investments, LLC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations1 state
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