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Credentials
PFS™, Series 65
Experience Industry experience
10 years
Location
Remote
Miyashita and Associates, P.C.
Independent
Total advisors
1Clients per advisor
29 HighAvg AUM per client
$0 Very LowHNW client ratio
48% HighNozomu Miyashita is the sole advisor at Miyashita and Associates, P.C., holding the PFS™ designation and Series 65 license with 10 years of industry experience. He has worked at Miyashita and Associates since 2011. Miyashita and Associates provides investment advisory services primarily by referring clients to independent third-party managers while also offering accounting, tax, and business advisory services. The firm serves individual investors as well as insurance companies, accounting firms, charitable organizations, and corporate clients, operating without direct portfolio management or AUM-based fees.
Account minimum: No minimum (Miyashita and Associates itself does not impose a minimum; however, third-party investment advisory firms recommended by Miyashita and Associates may have their own minimums) Fee-only: Miyashita and Associates does not charge clients directly; it receives a portion (typically 25%) of the percentage of assets under management fees charged by third-party investment advisory firms.
Hawaii
10 years of industry experience
Miyshita and Associates, P.C.
2011 - Present • 15 years
Tamuning
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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