We start each new relationship with a free phone call. We work on a fiduciary basis. If you decide to work with us, you will know exactly what the fees are before committing to an engagement.
Please visit our website to learn more about our firm. www.maranantha.com
During our free initial conversation we will discuss:
6 Key Areas of Concern: Cash Management, Investment Management, Tax Planning, Retirement Planning, Estate Planning, Risk Management.
Most Popular Service: Stewardship Package: $2,500- (2 initial meetings, a written plan, a 6 month meeting and 12 month meeting)
Investment Advisory: We do allow a credit of your investment AUM fees to be applied toward financial planning. (0.75% AUM fee)
Please come see us at our office (or online)
South Seaward (Near Duke's & Social Tap restaurants)
1106 S. Seaward Ave,
Ventura, CA 93001
Schedule a free phone call, see if we are fit to work together, visit our website & click Start Here