Vora Wealth Management is a registered investment advisor founded in 2010 and based in Flagstaff, Arizona. The firm offers personalized financial planning and investment management services to individuals, high net worth individuals, pensions, trusts, estates, and charitable organizations. Vora Wealth Management designs custom investment strategies using mutual funds, exchange-traded funds, stocks, and third-party managers through platforms like Amplify and Pontera. In addition to investment management, the firm provides comprehensive financial planning covering cash flow, tax strategies, retirement, insurance reviews, estate planning, and education funding. Certain associated persons are also licensed insurance agents and may sell insurance products separately. The firm emphasizes a client-first approach guided by its code of ethics and fiduciary obligations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.30% |
| $500K - $2.0M | 1.80% |
| $2M+ | 1.50% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Total management fee will not exceed 3.00% per annum.