AMVARA FINANCIAL LLC is a fee-only registered investment advisor. AMVARA provides financial planning services covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. AMVARA also offers investment management services, utilizing third-party investment managers to manage client accounts. AMVARA assists clients in selecting an appropriate allocation model, interacting with the outside manager, and reviewing the outside manager's performance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable. The above fee does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.