Shomer Hawaii, operating as Shomer 401(K) Advisors, provides consulting services to employee benefit plans and their fiduciaries. These services include plan review, investment policy statement creation, fund selection, and participant education. Shomer Hawaii also offers financial education seminars and workshops to businesses and retirement plan participants. The firm primarily advises on mutual funds and ETFs.
Assets Under ManagementN/A
Clients14
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
- Fees for educational seminars and workshops are estimated based on travel, expenses, time, and materials costs. These fees are negotiable and billed to the plan sponsor with itemized expenses.
- One-time fees for special projects outside the scope of pension consulting services are negotiated based on the project's size and complexity and detailed in a written agreement.
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