Mana Financial Life Design, LLC is a registered investment advisor founded in 2018 and based in Glendale, California. The firm offers comprehensive financial life design, investment management, project consulting, and hourly financial planning. Their financial planning services cover net worth tracking, goal setting, income and expense analysis, investment reviews, tax strategies, employee benefits, insurance evaluation, education planning, and estate planning guidance. For investment management, Mana Financial Life Design constructs and manages personalized portfolios using a goals-based approach, focusing on liquid securities like exchange-traded funds and mutual funds with low fees and tax management. They also provide third-party account management and project-based consulting. The firm serves individuals, high-net-worth individuals, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Stand-alone investment management fee is 1.00% annually. The tiered schedule applies to clients utilizing both financial life design and investment management services. Fees are negotiable.