Prabhu Palani is a CFA-designated registered investment advisor at Tresses Capital Partners, based in Napa, CA, with 11 years of industry experience. Prabhu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are tiered and negotiable for accounts over $10,000,000.
Fee Estimator
Location
Napa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tresses Capital Partners
Tresses Capital Management, LLC
Previous Registrations
Red Span Asset Management, LLC
State Registrations2 states
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