Varra Financial offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios, seeking fair allocation of investment opportunities. They also offer pension consulting services to employee benefit plans. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. Varra Financial primarily uses mutual funds, fixed income, equities, and ETFs.
Assets Under Management$240M
Clients430
Advisors6
Avg. per Client$550K
Avg. per Advisor$40M
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Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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