Zora Financial offers a range of financial advice, including cash flow analysis, debt management, education funding, retirement planning, risk management, estate planning, tax planning, and business consulting. The firm also provides ongoing investment supervision. Zora Financial encourages clients to begin with a financial plan.
Assets Under Management$58M
Clients80
Advisors2
Avg. per Client$730K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be discounted at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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