Joy Oh
Advisor at Mariner
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ookala, HI
Credentials
Series 66
Industry experience
13 years
About
Joy Oh is a financial advisor at Mariner Wealth with 13 years of industry experience. She holds a Series 66 designation and has previously worked at AdvicePeriod, LLC and Cetera Advisor Networks LLC. Outside of her advisory role, she is licensed as a real estate agent in California and manages rental properties in Hawaii. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of in-house and third-party investment resources, offering a range of services including investment management, financial planning, retirement consulting, and tax and family office administration.
Client services
Based on Mariner
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Family office services
Demographic focus
Based on Mariner
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Fee options
Fixed fees charged for financial planning and consulting services and tax preparation services
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%
Certain advisory personnel licensed insurance agents receive separate commission-based compensation on insurance products
Hourly rates charged for financial planning and consulting services, tax compliance and consulting services
Account minimum: $100,000 Minimum fee: Non-refundable minimum quarterly fee of $1,875 Fee-only: Financial planning and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; tax compliance and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; variable fees depending on services
Location
Ookala, HI
Most active in
Joy O has reported serving >5 clients in these states in the last 12 months.
California · Hawaii
Work history
Mariner wealth Advisors
2022 - Present (4 years)
AdvicePeriod, LLC
2017 - 2022 (5 years)
Cetera Advisor Networks Llc
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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