Prattes Wealth Partners offers investment management and financial planning services tailored to individual client needs. Investment management includes advice on various asset classes, while financial planning covers retirement, investment, estate, tax, college, insurance, cash flow, and debt analysis. Prattes generally manages investments with discretionary authority, but can also manage assets on a non-discretionary basis with client pre-approval.
Fee Structure
Prattes Wealth Partners charges a percentage of the assets they manage, up to a maximum of 1.5% annually. The exact fee is negotiated with each client based on factors like the amount of assets, future deposits, and the services provided. Fees are typically billed quarterly. Clients authorize the deduction of fees from their accounts held by a qualified custodian.