| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fee arrangements are negotiable at our sole discretion.
1300 N. Holopono Street, Suite 105, Kihei, HI, 96753
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Learn about disclosures →Richard is a managing member of Maui Tax LLC, providing tax preparation and planning services, and the president of Wailea Business Services Inc., which offers payroll processing and accounting. Both activities take about 110 hours per month each, or nearly full-time combined.