Prasanna Srinivasan is a registered investment advisor at Opti Bloom Advisors LLC, based in Alpharetta, GA, with 7 years of industry experience. Prasanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1M+ | 0.35% |
The annual fee is negotiable based upon certain criteria (e.g., type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Alpharetta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Prasanna works full-time as a Project Manager at Manhattan Associates Inc., a supply chain software company, since 2016 and 2018. He coordinates all aspects of a product or service offering for clients.
Employment History
Current Registrations
Opti Bloom Advisors LLC
State Registrations2 states
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