Assets Under Management
$74.8M
Number of Clients
660
Number of Advisors
N/A
Average Client AUM
$113K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Vora Wealth Management offers financial planning and investment management services. They provide advice on financial objectives, cash flow, tax planning, insurance, education, retirement, and legacy planning. They utilize the Amplify Platform and may hire sub-advisors. They also use the Pontera Platform to manage held-away assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.30% |
| $500K - $2.0M | 1.80% |
| $2M+ | 1.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
2500 S. Woodlands Village Boulevard, Suite 3, Flagstaff, AZ, 86001