Masahiro Yamazaki
Advisor at Oxler Private Wealth
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.
Advisor at Oxler Private Wealth
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
Miami Beach, FL
Credentials
Series 66
Industry experience
17 years
Masahiro Yamazaki is a financial advisor at Oxler Private Wealth with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer & Co Inc before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, providing portfolio management, financial planning, pension consulting, and related services. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of investment options.
Based on Oxler Private Wealth
Based on Oxler Private Wealth
Flat fees may be charged for pension consulting services and financial planning services; fees negotiated and disclosed in agreements.
0.50% - 1.50% annually (negotiable, possibly legacy schedules may differ)
Hourly charges for financial planning and consulting services may apply but specific rates not stated.
Fee-only: Asset-based fees for portfolio management services ranging from 0.50% to 1.50% annually; pension consulting fees are asset-based or flat fees, negotiated case-by-case; financial planning fees not prepaid more than $1,200 six months in advance, may be offset if portfolio management implemented.
Miami Beach, FL
Florida · New York · Texas
Oxler Private Wealth Llc
2020 - Present (6 years)
Oppenheimer & Co Inc
2014 - 2020 (6 years)
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