Prana Wealth Management provides financial planning and investment management services. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Investment management involves creating and managing investment portfolios based on a client's goals and risk tolerance. Prana Wealth primarily uses passive investment strategies.
Assets Under Management$27M
Clients28
Advisors1
Avg. per Client$970K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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