Honu Wealth Management offers investment advice to individuals, pension plans, trusts, estates, charities, and businesses. Services include financial planning, investment management, wealth management, and pension consulting. Honu creates financial plans and manages investment portfolios based on client goals and risk tolerance, primarily on a discretionary basis. Wealth management includes ongoing financial planning and investment management for a fixed quarterly fee.
Assets Under Management$140M
Clients86
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees above $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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