Kobo Wealth Conservancy
Assets Under Management
$155.4M
Number of Clients
115
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$77.7M
Compensation
Fee-Only (AUM)
About This Firm
Kobo Wealth Conservancy offers asset management services tailored to individual client needs. They consider various securities, including stocks, bonds, mutual funds, and ETFs, and may recommend real estate. Investment advice is tailored based on client goals, risk tolerance, and time horizon. A minimum relationship size is typically required.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Investment advisory fees are negotiable at our sole discretion. All clients do not pay the same fee.
Fee Estimator
You'll pay an annual fee based on the value of assets managed, as shown in the rate table. Fees are billed monthly in arrears. The firm may negotiate fees at their discretion, and not all clients pay the same fee. You will also pay transaction fees and other expenses to your custodian. A minimum of $3,000,000 is typically required to establish an advisory relationship, but Kobo may waive this requirement.
Areas of Practice
Location
1003 Bishop Street Suite 1820, Honolulu, HI, 96813