Kuleana Wealth Advisors provides financial planning and investment management services. They help clients make financial decisions aligned with their values and goals, offering periodic reviews. Based on the financial plan and risk preference, they design, implement, monitor, and rebalance investment portfolios. Kuleana may coordinate with other professionals like attorneys and accountants.
Assets Under Management$82M
Clients23
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 4.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
These fees are for Investment Management Services. The minimum quarterly fee is $2,500. A 0.45% add-on fee is generally charged for managing individual stocks, and a 0.20% add-on fee may be imposed for manually entered accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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