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Hirohisa Isogawa

24 Years of Experience

Hirohisa Isogawa is a registered investment advisor at Advanced Portfolio Strategies, based in Torrance, CA, with 24 years of industry experience. Hirohisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 372 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
372 clients
Average Client Portfolio
$427K average
Assets Under Management
$158.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.70%
$3.0M - $4.0M0.55%
$4M+0.40%

Fees are generally negotiable. AMGI may also utilize a blended rate for clients that intend to increase assets in the future.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Hirohisa is involved with Two Miles - Tax & Accounting, Isogawa Co., Inc., and D.C.T. Internation, Inc., primarily in tax consulting, accounting, and management roles. He is the President of Isogawa Co., Inc. and an officer/director involved in managing the accounting firm.

Employment History
Current Registrations
Advanced Portfolio Strategies
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
Scf Securities, INC.Broker
October 2006 - September 2017 · 10 yrs 11 mos
Scf Securities, INC.Broker
January 2003 - September 2006 · 3 yrs 8 mos
Centaurus Financial, INC.Broker
July 2000 - September 2002 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.