Kobo Wealth Conservancy
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Overview
Kobo Wealth Conservancy is an advisory firm based in Honolulu, Hawaii. The firm controls $120.0 million in assets throughout 165 accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). It has a small group, including 2 financial advisors. Kobo Wealth Conservancy does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, stocks and bonds.
Kobo Wealth Conservancy administers most of the company's accounts in a discretionary manner. Discretionary management means that transaction decisions are made by an investment advisor without requiring the client's permission. Kobo Wealth Conservancy also manages seven non-discretionary accounts with a total of $22.5 million in assets under management. The investment advisory firm manages about $727,472 for every client account. The average advisor at Kobo Wealth Conservancy manages about 83 client accounts.
The firm's main office is located at 841 Bishop Street Suite 1620, Honolulu, Hawaii 96813. The company is legally permitted to provide services to investors across a number of states, including California, Hawaii, Illinois and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kobo Wealth Conservancy by the Numbers
$120.0 million
2
165
$727.5 thousand
Products and Services
Kobo Wealth Conservancy provides multiple financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Kobo Wealth Conservancy is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on which services are offered. However, fee types charged by the firm may include the following fee types: asset-based or fixed. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of investors. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 165 customers, Kobo Wealth Conservancy's largest client type by number of accounts is retail investors, though it also manages money for 36 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.
- High-Net-Worth Individuals* - 21.95%
- Other Individuals - 64.63%
- Corporations - 11.59%
- Charitable Organizations - 1.83%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kobo Wealth Conservancy does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Kobo Wealth Conservancy
Honolulu, HI
Honolulu, HI
Honolulu, HI
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