Fees for personal wealth management services are calculated according to the schedule below and charged quarterly.
| 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.
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