Wealthjar Investment Advisory, LLC is a prominent local investment advisory firm based out of Honolulu, HI, with four offices strategically located to serve their diverse clientele. With a team of seven dedicated professionals, six of whom specialize in providing comprehensive investment advisory services, Wealthjar offers expert guidance and personalized solutions to individuals and employer-sponsored 401K plans.
As trusted advisors, Wealthjar Investment Advisory, LLC prides itself on managing a substantial amount of assets under their expert care, averaging approximately $540,000 per investment advisor. Their compensation stru...
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Assets Under Mgmt
$3.26M
Investment Professionals
6
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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