Ethan Ho is a CFP-designated registered investment advisor at Kala Capital, based in Kailua, HI, with 13 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 65 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kālā Capital Partners' maximum annual fee for comprehensive portfolio management will not exceed 1.30%. Fees are billed quarterly in advance based on the value of the account on the last day of the previous quarter. Fees are deducted from client accounts. The firm utilizes sub-advisory services and compensates third-party investment advisory firms or individual advisors a percentage of the overall investment advisory fee charged.
Location
Kailua, HI
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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 ActivitiesSells Insurance
Ethan is the Owner & CEO of Kala Insurance, LLC, selling insurance products, and spends minimal time on this. He is also the Co-Chair of the National Eagle Scout Association, dedicating minimal time to community service projects.
Employment History
Current Registrations
Kala Capital
Previous Registrations
First Command Advisory Services
First Command Financial Planning, INC.
First Command Brokerage Services, INC.Broker
State Registrations2 states
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