Ezana Capital Advisors offers financial planning and investment advice to individuals, high net worth individuals, families, profit-sharing plans, trusts, estates, and small businesses. Ezana distinguishes itself by providing services to meet your investment needs, as well as estate planning, risk management, retirement planning, and business development needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Ezana Capital Advisors charges a percentage of your portfolio each year, paid quarterly in advance. The rate depends on the amount you invest:
- Up to $249,999 — up to 2.50% per year
- $250,000 - $499,999 — up to 2.40% per year
- $500,000 - $999,999 — up to 2.25% per year
- $1,000,000 and up — up to 1.95% per year
Fees may be negotiable.
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