Nora Wealth offers financial planning and investment advice, including asset management and 401(k)/403(b) consulting. For investment management, Nora Wealth determines investment goals, risk tolerance, and objectives to create a tailored investment program. Financial planning covers topics like estate planning, investments, taxes, retirement income, and college planning. Nora Wealth may use sub-advisors to manage client assets.
Assets Under Management$54M
Clients42
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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