Aloha Wealthcare Management offers investment management and financial planning services to individuals, trusts, pension plans, estates, and charitable organizations. Aloha Wealthcare helps clients build, manage, and preserve their wealth. Investment management is offered on a non-discretionary basis, meaning Aloha Wealthcare will consult with you before making any trades. Financial planning services include comprehensive plans and life stage plans tailored to specific needs.
Assets Under Management$18M
Clients35
Advisors1
Avg. per Client$510K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be negotiable at Aloha Wealthcare's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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