Mahalo Advisory Services offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Mahalo Advisory Services does not sell commissioned products, but its managing member is affiliated with entities that sell insurance products.
Assets Under Management$2.5M
Clients36
Advisors1
Avg. per Client$70K
Avg. per Advisor$2.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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