Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.60% |
| $20.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Comprehensive Wealth Management, household AUM of $1 Million or more: 0.70% $1 Million to $5 Million 0.60% Above $5 Million to $20 Million 0.50% Above $20 Million to $100 Million 0.40% Above $100 Million Investment Management Services, household AUM minimum $250,000: 1.00% Up to $1 Million
Fee Estimator
Fees are based on a percentage of assets under management (AUM) and are billed quarterly in arrears. The minimum AUM for new clients is $250,000, but this may be waived at the advisor's discretion. Financial planning services are offered at an hourly rate of $300 for Investment Adviser Representatives and $100 for Client Service Specialists, exclusively to investment management or advisory clients, their family members, and/or their employees. Group 401(k) plans have a separate fee schedule. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
1003 Bishop Street, Suite 1808, Honolulu, HI, 96813
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