CKW Financial Group offers investment management using model portfolios and investment consulting services. They manage the models on a discretionary basis, determining the best model based on client goals. Investment recommendations include various securities. They also offer investment consulting services to pension, endowment, foundation, family office, profit sharing and 401(k) plans, and individuals.
Assets Under Management$2.2B
Clients624
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$2.2B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
CKW Financial Group's annual fees for investment management and consulting are based on a percentage of the value of your portfolio, ranging from 0.06% to 1.50%. Fees are billed quarterly, based on the value of your account at the end of the previous quarter.
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