Molokai Investments provides investment management and financial planning services. These services include portfolio management, investment guidance, private fund management, and financial planning. Molokai assists clients with setting financial goals and offers guidance on education, tax planning, retirement, and estate planning. Molokai tailors its approach to each client’s unique needs, ensuring investment strategies match their financial goals and risk tolerance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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