Amana Advisors offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including written plans and consultations, covering topics like retirement, estate planning, and budgeting. You're responsible for implementing any recommendations unless you hire Amana Advisors for asset management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Amana Advisors manages your investments for a fee based on a percentage of the value of your portfolio. The exact fee is negotiable, but will not exceed 2.50% annually. This fee is deducted from your account monthly. You'll also pay brokerage expenses and other fees charged by the custodian and third parties.
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