Allora Wealth provides personalized financial advice to individuals and families, integrating portfolio management with financial planning. Allora Wealth's core service is a bundled engagement that includes investment management and financial planning for a single advisory fee. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies.
Assets Under Management$8.5M
Clients18
Advisors1
Avg. per Client$470K
Avg. per Advisor$8.5M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined levels of assets. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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