| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee applies to accounts $15,000 and above.
1441 Kapiolani Boulevard #912, Honolulu, HI, 96814
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Learn about disclosures →Alan owns a wholesale jewelry business that his mother oversees, requiring minimal time. He is also the President and a general insurance agent at Innovation Financial Group Inc., and an insurance agent for Experior Financial Group, Inc., marketing and selling life products and annuities, and an independent contractor for Global View Capital Advisors, LLC, marketing insurance and advisory services; each of these roles take about a quarter of his time.