KW
KW

Kera Wong-Miyasato

2 Years of Experience
Honolulu, HI

Kera Wong-Miyasato is a registered investment advisor at Neokai Capital, based in Honolulu, HI, with 2 years of industry experience. Kera operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 70 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
70 clients
Average Client Portfolio
$620K average
Assets Under Management
$43.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

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

1585 Kapiolani Blvd, Suite 1612, Honolulu, HI, 96814-4528

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kera is the founder and owner of KeraMiya Financial Education, LLC, but is not currently engaged in business operations. She also works full-time as a Student Services Specialist at the University of Hawaii, dedicating a small amount of time during securities trading hours.

Employment History
Current Registrations
Neokai Capital
September 2023 - Present · 2 yrs 7 mos
State Registrations1 state
HI
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.
Kera Wong-Miyasato - Financial Advisor | TrueAdvisor