Tod Marcus is a registered investment advisor at Honolulu Capital Management, based in Honolulu, HI, with 10 years of industry experience. Tod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual fee for asset management services will be between 0.50% and 0.75%. Fees charged for my asset management services are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
3049 Ualena Street Suite 415, Honolulu, HI, 96819
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tod owns Oahu Surf Shop, a retail and outfitting business, and dedicates about 10-20% of his time to administrative duties and customer service. This business is not investment related.
Employment History
Current Registrations
Honolulu Capital Management
Previous Registrations
Franklin Capital, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.