Fees for personal wealth management services are calculated according to the schedule below and charged quarterly.
Assets Under Management
On the first $750,000
On the next $750,000
On the next $2,500,000
On all amounts thereafter
Annual Fee %
1.00%
0.75%
0.50%
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.
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