Fees & Transparent Reporting For Wealth Management In Honolulu
We clearly communicate your portfolio's costs.
Part of being an investor is weighing the costs and benefits of each investment. While not all investments have explicit costs, many do, which can take away from your total return.
One of our core beliefs is a commitment to transparency. Many financial advisors do not clearly communicate or address costs that come with a client's investment. Serving the Honolulu, HI community, we clearly address investment fees with clients, making sure they both understand their investment plan and are comfortable with the investments in their portfolio.
We clearly communicate your portfolio's costs.
Part of being an investor is weighing the costs and benefits of each investment. While not all investments have explicit costs, many do, which can take away from your total return.
One of our core beliefs is a commitment to transparency. Many financial advisors do not clearly communicate or address costs that come with a client's investment. Serving the Honolulu, HI community, we clearly address investment fees with clients, making sure they both understand their investment plan and are comfortable with the investments in their portfolio.
An Overview of Our Fees
As an independent, fee-only fiduciary, our clients' interests are always first. This includes ensuring our clients' investment fees are minimized for their investments.
Below are some of the strategies we use to minimize costs for clients:
- We do not receive commissions. A conflict of interest arises when there is an incentive to recommend specific investment products. As independent advisors, we are free to recommend the best investments for a client's portfolio.
- A core belief in transparency. Our clients always know exactly what they are paying, both for our service and for their investments. This transparency fosters stronger relationships between clients and advisors, which creates a better experience for everyone.
- Advisory fees make up 100% of our revenue. Our advisory fees are charged as a small percentage of a client's assets under management and are based on the size of the client's account. We always communicate this fee during our initial meeting.
- One fee, comprehensive service. The advisory fee includes portfolio and investment management. But, unlike many other advisors, our advisory fee also includes financial planning and tax strategy.
- Any introductory meetings are free of charge. It's only when a client chooses us to implement their wealth management strategy that we charge for our services. Prospective clients have complete freedom in evaluating and selecting to work with us.
- You are always free to change your mind. If you find the wealth management services we offer are not for you, you are entirely free to walk away. There are no contract terms or termination charges, and you can expect a simple and quick transition if you decide to move your accounts.
And, at any time, if you have any questions about the fees you are taking on as an investor, the professionals at our Honolulu, HI office are happy to provide an overview and breakdown of the associated fees.
An Overview of Our Fees
As an independent, fee-only fiduciary, our clients' interests are always first. This includes ensuring our clients' investment fees are minimized for their investments.
Below are some of the strategies we use to minimize costs for clients:
- We do not receive commissions. A conflict of interest arises when there is an incentive to recommend specific investment products. As independent advisors, we are free to recommend the best investments for a client's portfolio.
- A core belief in transparency. Our clients always know exactly what they are paying, both for our service and for their investments. This transparency fosters stronger relationships between clients and advisors, which creates a better experience for everyone.
- Advisory fees make up 100% of our revenue. Our advisory fees are charged as a small percentage of a client's assets under management and are based on the size of the client's account. We always communicate this fee during our initial meeting.
- One fee, comprehensive service. The advisory fee includes portfolio and investment management. But, unlike many other advisors, our advisory fee also includes financial planning and tax strategy.
- Any introductory meetings are free of charge. It's only when a client chooses us to implement their wealth management strategy that we charge for our services. Prospective clients have complete freedom in evaluating and selecting to work with us.
- You are always free to change your mind. If you find the wealth management services we offer are not for you, you are entirely free to walk away. There are no contract terms or termination charges, and you can expect a simple and quick transition if you decide to move your accounts.
And, at any time, if you have any questions about the fees you are taking on as an investor, the professionals at our Honolulu, HI office are happy to provide an overview and breakdown of the associated fees.
Do you know your portfolio's current costs?
Some investments have very high expense ratios that can take away from a portfolio's total return. Over time, the amount lost to unnecessarily high-cost investments can become a significant figure.
We would be happy to perform an analysis of your portfolio's costs, and recommend similar investments with lower costs (if there are any). To learn more about a second opinion on your costs, you can call our main office at (808) 791-1444 or you can fill out the form below and an advisor will reach out to you shortly.
Do you know your portfolio's current costs?
Some investments have very high expense ratios that can take away from a portfolio's total return. Over time, the amount lost to unnecessarily high-cost investments can become a significant figure.
We would be happy to perform an analysis of your portfolio's costs, and recommend similar investments with lower costs (if there are any). To learn more about a second opinion on your costs, you can call our main office at (808) 791-1444 or you can fill out the form below and an advisor will reach out to you shortly.