PreNeed Advisory (PNA) is a specialized investment advisory firm serving the pre-need business segment at funeral homes. PNA provides customized investment advisory solutions for its clients to address the unique operational, statutory, and investment requirements of funeral service providers and the trust accounts they manage. PNA engages an independent registered investment advisor (sub-advisor) to manage pre-need accounts. PNA does not directly manage or custody any assets. PNA also provides proprietary and third-party software to clients, funeral homes, and participants.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fee is negotiable and may vary based on objective and subjective factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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