Assets Under Management
$155.4M
Number of Clients
115
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$77.7M
Compensation
Fee-Only (AUM)
Kobo Wealth Conservancy offers asset management services tailored to individual client needs. They consider various securities and use modern portfolio theory and tactical asset allocation strategies. A minimum relationship size of $3,000,000 is typically required, but may be waived.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Investment advisory fees are negotiable at Kobo's sole discretion. All clients do not pay the same fee.
1003 Bishop Street Suite 1820, Honolulu, HI, 96813