Abel Soares is a CFP-designated registered investment advisor at Hui Malama Financial Advisors LLC, based in Waianae, HI, with 6 years of industry experience. Abel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Federal Employees, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Abel Soares
Location
Waianae, 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 Activities
Abel is CEO of Hui Malama Advisors LLC (a holding company) and Hui Malama Tax and Accounting LLC (a CPA firm), and CFO of Hui Malama Life and Financial Coaching LLC, Hui Malama Psychological Services LLC, and Navy Hale Keiki School (a private elementary school). He also is a part-owner and CFO of NSB Properties LLC (real estate).
Employment History
Current Registrations
Hui Malama Financial Advisors 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.
Exams