Patrick King is a CFP-designated registered investment advisor at Prana Wealth Management LLC, based in Atlanta, GA, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Annual fees are negotiable. Clients utilizing Investment Management Services with relationships over $1 million will receive Comprehensive Financial Planning services at no additional charge.
Fee Estimator
Contact
Patrick King
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is the sole owner of Prana Media LLC, which provides educational content related to financial planning. Patrick spends minimal time creating content for the company.
Employment History
Current Registrations
Prana Wealth Management LLC
Previous Registrations
Buckhead Investment Partners, LLC
Brightworth, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
We help people over 50 retire (and stay retired).