VH
CFP
VH
CFP

Vinicius Hiratuka

9 Years of Experience
Madison, MS

Vinicius Hiratuka is a CFP-designated registered investment advisor at Elevated Retirement Financial Services, based in Madison, MS, with 9 years of industry experience. Vinicius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 105 clients with $78M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
105 clients
Average Client Portfolio
$747K average
Assets Under Management
$78.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.80%
$1.0M - $1.5M0.70%
$1.5M+0.40%

The annual fees are negotiable.

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

Madison, MS

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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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Employment History
Current Registrations
Elevated Retirement Financial Services
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
Horne Wealth Advisors, LLC
November 2016 - March 2019 · 2 yrs 4 mos
State Registrations3 states
LAMSTX
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.
Vinicius Hiratuka - Financial Advisor | TrueAdvisor