Tana Investment Advisors provides financial planning and investment advice to individuals, families, trusts, foundations, and retirement plan directors. Tana creates customized investment solutions based on clients' goals and preferences, including socially responsible investments. Tana manages client accounts on a non-discretionary basis. Tana also offers retirement plan consulting services for businesses and non-profit employers.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan: $3,000 - $5,000, depending on the scope and depth of the engagement.
One-Time Plan:$3,000 - $5,000
Hourly Rate:Up to $1,200/hr
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