Kukui Tree Capital Management offers customized wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Kukui Tree acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. Investment strategies are primarily long-term focused, and the firm may recommend independent managers for a portion of a client's portfolio. Financial planning services cover various areas, such as retirement, education savings, and charitable giving.
Assets Under Management$83M
Clients19
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$83M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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