Prana Wealth Management offers personalized investment management and comprehensive financial planning services for individuals, high-net-worth clients, businesses, and trusts. Prana Wealth Management uses a passive investment strategy centered around index funds and exchange-traded funds, focusing on asset allocation and diversification. In addition to managing portfolios, Prana Wealth Management provides holistic financial planning covering retirement, cash flow and debt management, tax strategies, estate planning, insurance, employee benefits, and business consulting. Clients with portfolios exceeding $1.5 million receive comprehensive financial planning services at no additional charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and paid quarterly in advance. Clients with portfolios over $1.5 million receive comprehensive financial planning at no additional charge.
