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PRICING

We Are Transparent About Our Costs and What You Can Expect

Chris, his wife, sister and brother in law scootering around Denver Cincinnati, OH Ohana Wealth & Life Planning

Chris, his wife, sister and brother in law scootering around Denver

From Financial Planning to Investment Management

Ohana is Here to Guide You Every Step of the Way

You decide how you want to work with us. Some of you may want to engage us in the life and financial planning process, while others may also want to include the investment management services that we provide.


We are a fee-only firm that offers

  

Life & Financial Planning $275 month Cincinnati, OH Ohana Wealth & Life Planning

Life & Financial Planning

 $275/month





What can you expect working with us?

Investment Management

AUM
Investment Management
$0 - $250,000
0.90%
$250,000 - $500,0000.80%
$500,000 - $1,000,0000.60%
$1,000,000 - $2,000,0000.40%
$2,000,000+0.25%


What's Our investment process?


For those looking for both Life and Financial Planning along with Investment Management, the monthly fee is reduced to $125/month at $250,000 and eliminated for clients with assets above $500,000.


Ohana logo Cincinnati, OH Ohana Wealth & Life Planning


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