Alakai Securities offers financial planning services covering asset allocation, insurance, investments, retirement, risk management, and taxes. They also refer clients to third-party money managers, acting as a communication conduit. Alakai Securities specializes in acting as a solicitor for other investment advisory firms.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Alakai Securities does not directly manage investments. Instead, they refer clients to third-party money managers. These managers may charge up to 2% of the assets they manage. Alakai Securities receives a portion of this fee as a referral fee. There may be other third-party managers that are more or less costly.
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