Ana Hata is a registered investment advisor at Akpride Financial Services, based in Atlanta, GA, with 3 years of industry experience. Ana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 44 clients with $25M 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 $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
For clients with over $10,000,001 in assets, the annual fee is a flat fee per year, which is determined for each individual client based on various factors. Orion Portfolio Solutions and third-party strategists also charge fees, but the total fees charged by AKPride, Orion, and/or the third-party strategists will not exceed 3.0% per year. The investment management fee is negotiable.
Fee Estimator
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
Ana is the Membership Chair for the American Killifish Association, focusing on conservation and education about killifish. She spends minimal time on this role, publishing reports, attending conventions, and recruiting members.
Employment History
Current Registrations
Akpride Financial Services
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations5 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.