Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a percentage of assets under management, with a maximum annual fee of 1.50%. Fees are billed monthly in arrears based on the average daily balance. Financial planning services are offered for a separate, negotiable fee. Retirement plan services have flat fees ranging from $2,500 to $50,000, or a percentage of managed plan assets not exceeding 1.00%. A minimum account value of $25,000 is required, but may be waived.
Areas of Practice
Advisor Information
Office location
55 Merchant St., Suite 2100, Honolulu, HI, 96813
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jake works full-time as a financial advisor and insurance agent at E.A. Buck Financial Services since September 2022. He also dedicates full-time hours as an IAR for Buck Wealth Strategies and AEWM, providing investment advice for a fee.