HI

Hirohisa James Isogawa

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
372 clients
Average Client Portfolio
$427K average
Assets Under Management
$158.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual 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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$1,000 - $50,000
Hourly Rate:$100 - $500/hr

APS Management Group charges fees for portfolio management, financial planning, and pension consulting. Financial planning fees are either fixed (between $1,000 and $50,000) or hourly (between $100 and $500). Educational seminars/workshops are offered for $15-$20 per session. Fees are generally negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. Pension consulting fees are tiered based on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

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

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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

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
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
Exams
No exam information available for this advisor.