Ohana Advisors offers tailored family office services, including investment advice and wealth management with financial planning. They focus on personalized service and long-term client relationships, creating customized investment strategies. Ohana coordinates with clients' other advisors and offers various communication methods. They manage a pooled investment vehicle exclusively for existing clients.
Assets Under Management$2.8B
Clients22
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Ohana Advisors' fees are negotiated annually as a flat fee paid monthly, covering investment advisory and financial planning services. For clients who are not family office clients, the firm charges a minimum fee of 50bps. Ohana does not take any management or performance fees with respect to its Fund.
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