Advisor at Aloha Wealthcare Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aloha Wealthcare Management, LLC
Location
Wahiawa, HI
Credentials
Series 63, Series 65
Industry experience
24 years
Steven Nakao is the sole advisor at Aloha Wealthcare Management, LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been involved with Net Hawaii, Inc. since 1995, where he serves as a pension administrator providing third-party pension plan services. Aloha Wealthcare Management offers investment advisory, financial planning, and consulting services to individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a non-discretionary investment approach that integrates fundamental, technical, and cyclical analysis with an emphasis on long-term asset allocation and periodic portfolio reviews.
Based on Aloha Wealthcare Management, LLC
Based on Aloha Wealthcare Management, LLC
Financial planning fixed fees: $2,000 for Comprehensive Planning; $250 per Life Stage Plan portion; Consulting fixed fee up to $10,000
$0 - $200,000: 2.000% annually $200,001 - $500,000: 1.500% annually $500,001 - $5,000,000: 1.000% annually $5,000,001+: 0.500% annually
$150 to $250 per hour
Fee-only: Fixed fee for Comprehensive Planning Service: $2,000; Life Stage Plan: $250 per portion of Comprehensive Plan; Consulting fixed fee up to $10,000; Hourly consulting fee $150-$250 per hour
Wahiawa, HI
Hawaii
Net Hawaii, Inc.
1995 - Present (31 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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