Personal wealth management services are offered on a retainer basis. The annual fee is calculated according to the schedule below.

Assets Under Management Annual Fee %
On the first $750,000 1.00%
On the next $750,000 0.75%
On the next $2,500,000 0.50%
On all amounts thereafter 0.35%

The minimum annual fee for advisory services is $7,500

Fees may be negotiable. Hawaii's 4.712% general excise tax is added to fees charged.

Let's talk about managing your wealth ...

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