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 $5,000
Fees may be negotiable. Hawaii's 4.712% general excise tax is added to fees charged.
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