GW
ChFC

Gene Isao Watanabe

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
47 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K
Financial Plan Fee:$250 - $2,500

Redhawk charges an annual fee based on a percentage of assets under management. The maximum annual advisory fee is 1.75%, except for Starter Accounts (less than $5,000 in assets) which are assessed a flat annual fee of $50.00. Fees are billed monthly in arrears based on the average daily balance. Financial planning fees typically range from $250 to $2,500, depending on complexity, and are due upon execution of the financial planning agreement.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

500 Ala Moana Blvd., Suite 7400, Honolulu, HI, 96813

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 1995
Other Business ActivitiesSells Insurance

Gene works as a Group X Cycle Instructor at 24 Hour Fitness, dedicating minimal time to this role. Gene is also an insurance producer for ECA Marketing/5Q Group, selling insurance and annuities, which takes about 10-20% of his time.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
October 2018 - Present · 7 yrs 3 mos
Previous Registrations
Origin Financial Group LLC
January 2004 - December 2005 · 1 yr 11 mos
State Registrations1 state
HI
Advisor
Exams
No exam information available for this advisor.
Gene Isao Watanabe - Financial Advisor | AdvisorDiscover