Americana Partners offers financial planning, consulting, and investment management services. Financial planning covers business, retirement, cash flow, risk management, estate, charitable giving, financial reporting, distribution, investment, tax, and insurance planning. Investment management is discretionary and allocates assets among mutual funds, ETFs, individual securities, and independent investment managers. Americana Partners also provides advice on legacy positions and assets held in employer-sponsored retirement plans.
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.