Mana Financial Life Design provides financial life design and investment management services. Mana helps clients identify life and wealth goals through thought-provoking conversations and structured planning exercises. Mana provides ongoing guidance and advice, including net worth summaries, goal planning, income and expense analysis, investment reviews, tax planning, employee benefit reviews, insurance analysis, education planning, and estate planning. Mana manages investments with a focus on long-term global growth, using exchange-traded funds and mutual funds with low fees and tax management. They may also recommend private investments to accredited investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Schedule applies when clients use both Financial Life Design and Investment Management Services. Fees are negotiable. For clients using Investment Management only, the annual fee is 1.00%.