Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning and consulting fees range from $500 to $5,000, depending on the scope and complexity of services. Investment management fees are negotiable and vary based on the advisor's relationship with the client, portfolio size, and services provided, with a maximum of 2.95%. Amplify Separately Managed Account Manager Fees range from 0.20% to 1.50%, billed quarterly in advance. Continuum Advisory retains a portion of these fees, ranging from 0.00% to 0.20%. Retirement plan consulting fees are either fixed (up to $40,000) or asset-based (0.15% to 1.00%).
Areas of Practice
Advisor Information
Office location
1888 Kalakaua Avenue, Suite 312, Honolulu, HI, 96815
Get directionsRegulatory History
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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Joanna is an Investment Management Representative at 3 Financial Group, LLC, dedicating full-time hours to financial planning and investment management. She also manages rental property, is involved with several non-profit organizations, and is an estate planning attorney.