Americana Partners offers comprehensive investment management, wealth management, financial planning, and consulting services for individuals, families, and business entities. The firm manages investment portfolios using a mix of mutual funds, exchange-traded funds, individual securities, options, structured products, and independent managers. In addition to investment management, Americana Partners provides standalone financial planning and consulting covering retirement planning, business planning, tax strategy, estate planning, cash flow forecasting, and insurance. The firm also offers accounting and administrative services, and has relationships with various platforms and third-party providers to support its clients' needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees vary up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.