Hui Malama Financial Advisors offers continuous investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension plans, and businesses. Hui Malama Financial Advisors primarily uses a passive investment philosophy, building portfolios through index mutual funds and exchange-traded funds based on a client's personalized investment plan. In addition to managing portfolios, the firm provides detailed financial planning covering retirement, taxes, estate planning, cash flow, insurance, and business consulting. Clients can choose between ongoing portfolio management, ongoing comprehensive financial planning, or project-based financial planning. Hui Malama Financial Advisors acts legally required to act in your best interest and does not sell commissioned products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
