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
$0 - $250,000
|$250,000 - $500,000||0.80%|
|$500,000 - $1,000,000||0.60%|
|$1,000,000 - $2,000,000||0.40%|
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.