Honu Wealth Management (“Honu”) offers
ongoing investment advisory services to our
clients to help them achieve their goals. These
services can include assisting clients in opening,
maintaining and transferring stock brokerage
accounts. Affecting transactions in brokerage
accounts. Portfolio review and recommendations
to make changes to your investment portfolio.
Basically, we will manage your investment
portfolio for you so you can continue to enjoy
your life, secure in the knowledge that Honu’s
experts are taking care of your portfolio.
We have researched the thousands of investment
options and have secured access to some of the
most cost effective investment vehicles typically
only available to large institutions.
We typically charge a low annual percentage of
assets fee for this service (1% maximum, lower fees
are available for larger accounts)
We do not receive any commissions or “trails”,
12b-1 fees, on any investments we recommend to
our clients. We feel that this type of compensation
inhibits our ability to be unbiased in our
recommendations and may offer an incentive to
use a specific product that is not in your best
interest.
ongoing investment advisory services to our
clients to help them achieve their goals. These
services can include assisting clients in opening,
maintaining and transferring stock brokerage
accounts. Affecting transactions in brokerage
accounts. Portfolio review and recommendations
to make changes to your investment portfolio.
Basically, we will manage your investment
portfolio for you so you can continue to enjoy
your life, secure in the knowledge that Honu’s
experts are taking care of your portfolio.
We have researched the thousands of investment
options and have secured access to some of the
most cost effective investment vehicles typically
only available to large institutions.
We typically charge a low annual percentage of
assets fee for this service (1% maximum, lower fees
are available for larger accounts)
We do not receive any commissions or “trails”,
12b-1 fees, on any investments we recommend to
our clients. We feel that this type of compensation
inhibits our ability to be unbiased in our
recommendations and may offer an incentive to
use a specific product that is not in your best
interest.
| INVESTMENT ADVISORY SERVICES |
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| Copyright © 2009 Honu Wealth Management |
