Ezana Capital Advisors, LLC is a registered investment advisor based in Brooklyn, New York, owned and operated by Raymond A. Thomas. Ezana Capital Advisors provides comprehensive financial planning, investment management, and consulting services tailored to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm sets itself apart by integrating investment advisory services with broader wealth management needs, including estate planning, risk management, retirement planning, and business development. Clients can work with Ezana Capital Advisors through an open retainer that bundles ongoing financial planning and portfolio management, or via standalone financial planning and consulting projects. The firm builds customized portfolios using no-load mutual funds, exchange-traded funds, government securities, individual bonds, and cash equivalents, operating under a legally required duty to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.40% |
| $500K - $1.0M | 2.25% |
| $1M+ | 1.95% |
Fees may be negotiable at the discretion of the advisor, taking into consideration aggregate assets under management.