Gina Varra
Gina Varra is a registered investment advisor at Varra Wealth Management LLC, based in Louisville, CO, with 23 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 430 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Location
1849 Cherry St., Unit 16, Louisville, CO, 80027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gina co-owns ARAS Holdings LLC, a real estate rental business, dedicating minimal time. She also owns Varra Financial Associates, LTD, a DBA for her LPL business, and is president/agent selling life insurance, LTC, and fixed annuities, spending about 10-20% of her time on insurance-related activities. Additionally, Gina is an IAR for Varra Wealth Management LLC, an independent investment advisor firm, spending about half her time on this activity.
Employment History
Current Registrations
Varra Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations7 states
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