Amara Financial is a registered investment advisor founded in 2020 and based in San Francisco, California. The firm provides personalized investment management on both discretionary and non-discretionary bases, alongside comprehensive and focused financial planning services. Investment portfolios are constructed using exchange-traded funds, mutual funds, and individual securities, following a goal-based approach focused on long-term growth and modern portfolio theory. In addition to personal wealth management, Amara Financial offers retirement plan consulting services to employer plan sponsors. The firm is owned by its sole member, Abraham Martinez.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual investment management fee will not exceed 1.50%. Fees are negotiable and may be waived for family members.