Christopher
Otto
Bankoh Investment Services, Inc
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About this Advisor
Christopher Otto is a certified financial planner working in Honolulu, Hawaii who has 9 years of industry experience. Otto works at Bankoh Investment Services, Inc. Over the course of their career, they have held roles at Bankoh Investment Services, Inc and So Good H, LLC. Otto has a Series 63 license, which qualifies them as a securities agent, and can serve investors in Hawaii. Bankoh Investment Services, Inc is a financial advisory firm based out of Honolulu, HI. The company has offices in 21 locations and a total of 35 advisors. It manages $318 million in assets among its 1,177 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 1,177 customer accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets. The company has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on the type of financial services offered. Fee types charged by Bankoh Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bankoh Investment Services, Inc Brokerage Details
$318,211,078
35
1,177
$270,358
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Otto Work History
Christopher has been registered as a financial advisor for 9 years.*
Bankoh Investment Services, Inc
Bankoh Investment Services, Inc
So Good H, LLC
Bankoh Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Otto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bankoh Advisors
Kapolei, HI
Honolulu, HI
Lihue, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
