| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable depending on the client's unique situation.
Naples, FL
Get directionsNo 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 →Pran serves as a trustee for the Harbor Towers Condominium Association, where he is a voting trustee, board member, and chairman of the finance committee since 2015. This activity requires a few hours per week and is not investment-related.