Aloha Wealth Partners provides financial planning services including comprehensive plans, ongoing support, and consulting on specific topics. They also recommend third-party investment advisors or sub-advisors to manage client assets. Aloha Wealth Partners monitors these advisors and acts as the client's primary point of contact. They also offer retirement plan consulting for individuals and businesses.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee applies when Aloha Wealth Partners recommends a third-party investment advisor or sub-advisor. The fee is negotiable. Third-party advisor fees range from 0.40% to 0.75%. Total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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