Ahara Advisors offers trade execution, portfolio management, and financial consulting services. Financial consulting includes a State of the Family report and ongoing support. The firm analyzes clients' values, net worth, cash flow, taxes, and risks to develop long-term plans. Ahara Advisors also provides investment due diligence services, including alternative investments. The firm aims to align its interests with clients by providing transparency into the Chief Investment Officer's portfolio.
Assets Under Management$190M
Clients55
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$93M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee charged for portfolio management will not exceed 1% per annum. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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