Welara Asset Management offers customized asset management advisory solutions to ultra high-net worth individuals, family offices, and other institutions. Welara provides both discretionary and non-discretionary investment management, planning, and related advisory services. Welara works with clients to develop an investment strategy that seeks to achieve their goals and risk parameters. Welara manages direct investments with a focus on early-stage venture capital technology companies, private credit strategies, real estate opportunities, and cryptocurrencies and other digital assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For Marketable Assets Portfolio Management Advisory Services, Welara is typically paid an annual fee of 1.00% on the discretionary management of marketable assets. For private market investments, Welara is typically paid an annual fee of 0.50%. Fees may be negotiable.