Rora Wealth offers tailored financial planning and investment management, focusing on business owners and tech employees. Services include investment management, financial planning (comprehensive and hourly), and recommendations for an affiliated private fund. Comprehensive planning covers business, cash flow, college, employee benefits, estate, financial goals, insurance, investments, real estate, retirement, and tax planning.
Assets Under Management$14M
Clients32
Advisors1
Avg. per Client$430K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.65% |
Fee Schedule 1 (ETF Strategies): 0.50% on all accounts. Fee Schedule 3 (Option Strategies): 1.50% on all accounts. When a sub-advisor is used, their fee is included in the above schedule. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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