Advisor at Family Wealth Management, LLC
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Firm
Family Wealth Management, LLC
Location
Honolulu, HI 96813
Credentials
Series 63, Series 65
Industry experience
11 years
Reinaldo Delrios is a financial advisor at Family Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Family Wealth Management since 2014. He also has over two decades of experience with Accountancy+ LLC. Family Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm creates tailored investment policy statements and employs fundamental, technical, and quantitative analysis alongside modern portfolio theory to support long-term strategies.
Based on Family Wealth Management, LLC
Between $500 and $50,000 for creating client financial plans
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
$150 to $300 per hour
733 Bishop St, Suite 1875
Honolulu, HI 96813
Hawaii
Family Wealth Management, LLC
2014 - Present (12 years)
Accountancy+ LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Honolulu, HI
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