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How does the advisor help clients – Key Takeaways:
Oshima & Associates is a financial firm that provides expert advice and services to clients. They have a team of financial experts who offer personalized solutions to meet the unique needs and goals of each client. With a focus on creating long-term relationships, Oshima & Associates strives to help clients achieve financial success and security.
Facts and Insights
Founded in 2001, Oshima & Associates has over 20 years of experience in the financial industry. They have a team of 10 advisors who work closely with clients to provide holistic financial planning and management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 20+ years |
Financial Services Offered
Oshima & Associates provides a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
Oshima & Associates works with a diverse range of clients including individuals, families, and small businesses. They also work with clients from different income levels and stages of life, from young professionals to retirees.
Fees & Compensation
Oshima & Associates is committed to transparency and offers fee-only services to clients. This means that clients only pay a transparent fee for the services they receive, and there are no hidden costs or commissions. These fees are based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with their clients’ goals.
Background
Oshima & Associates was founded by financial expert John Oshima, who has over 30 years of experience in the industry. He is supported by a team of experienced advisors who are dedicated to providing the highest level of service and expertise to clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Oshima & Associates is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disciplinary actions taken against them, giving clients peace of mind knowing they are working with a reputable and trustworthy firm.