Hoku Partners offers investment management services where they manage client investments based on their goals, risk tolerance, and time horizon. They use stocks, bonds, ETFs, options, and mutual funds. They may also hire sub-advisors to manage client assets. Hoku Partners also offers financial planning services covering financial goals, cash flow, retirement, risk management, investments, and estate planning.
Assets Under Management$31M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annualized fee is negotiable. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by Hoku Partners.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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