Kuleana Capital Management (KCM) offers investment management services, managing client portfolios with equities, exchange-traded funds, and options contracts. KCM also provides financial planning services, reviewing clients' financial positions and goals to make recommendations. Additionally, KCM offers ad-hoc financial consulting services, performing due diligence on industries and companies. KCM manages client portfolios on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For certain qualified clients, KCM charges an additional annual performance-based profit allocation of 20% of each investor’s annual net realized and unrealized profits; provided, however, that such performance-based compensation is also subject to a loss carry-forward provision, also known as a “high water mark,” so that the performance-based compensation will only be deducted when the investor’s account value at year end, measured on a cumulative basis and net of any losses, exceeds the highest historic account value within a one (1) year, or twelve (12) months, look-back period. Fees are negotiable.