Prasad Wealth Partners offers personalized financial planning and investment management services. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs. Investment management is offered on both discretionary and non-discretionary bases, utilizing mutual funds, ETFs, equities, bonds, REITs, private funds, and variable annuities. Prasad may also recommend external money managers. They also provide investment management services to retirement plans.
Assets Under Management$570M
Clients729
Advisors10
Avg. per Client$780K
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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