Amphora Wealth Management offers investment management, financial planning, and pension consulting services. Investment management involves creating a portfolio based on a client's financial situation and goals, typically using mutual funds and exchange-traded funds. Financial planning covers retirement, education, estate, insurance, and tax planning. Amphora also provides consulting services to retirement plans.
Assets Under Management$150M
Clients94
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $6.0M | 0.80% |
| $6.0M - $16.0M | 0.60% |
| $16M+ | 0.50% |
Asset-based fee schedule is inclusive of the fee charged by Focus Partners Advisor Solutions, LLC. Subject to a minimum annual fee of $8,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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