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Duncan Hsia

Akamai Capital Advisors

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About Duncan Hsia

Duncan Hsia is a registered Investment Advisor Representative with Akamai Capital Advisors. Duncan has been in the financial services industry since 2014 and has experience in mortgage, title, and life insurance. Duncan is also the owner and President of Infinite Life, LLC, a life insurance brokerage. Duncan specializes in providing financial planning and portfolio management services to individuals and pooled investment vehicles. Duncan holds a Series 65 license.

Firm Information

Duncan Hsia is currently registered with Akamai Capital Advisors. Akamai Capital Advisors is an investment advisor with 4 investment advisor representatives and approximately $15,367,460 in regulatory assets under management. The firm provides portfolio management services for individuals and pooled investment vehicles. They have a client base of 74 accounts, including 13 high-net-worth individuals, 28 individuals other than high-net-worth, and 1 pooled investment vehicle.

$15.37M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Duncan Hsia’s Registration & Firm History

HI

03/04/2024 - Present

Akamai Capital Advisors (HONOLULU HI)

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Licenses & Designations

IA

Issued 02/23/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Duncan Hsia.
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