Aikapa provides wealth planning and management services, including financial planning, portfolio management, and financial coaching. They work with individuals, families, and businesses to build healthy financial habits and achieve long-term financial goals. Aikapa's financial planning for business owners focuses on optimizing their business finances. They offer two service plans: Aikapa Managed Plan and Aikapa Guided Plan, catering to different levels of client involvement.
Assets Under Management$34M
Clients46
Advisors1
Avg. per Client$730K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.30% |
Minimum fee of $9,800 will be charged for the first year and $6,400 in the following years for the AIKAPA Managed Plan (if most tasks have been completed in the first 12 months). At retirement, the minimum fee will be $9K.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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