Investment Advice

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.

"We have access to the most cost effective investment vehicles typically only available to large institutions."


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.

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