Avora Wealth offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. As a fiduciary, Avora Wealth is legally required to act in your best interest. Investment management involves creating a customized portfolio using exchange-traded funds, individual stocks, bonds, and mutual funds. Financial planning covers areas like retirement, education, estate, and tax planning. Clients are not obligated to implement any recommendations.
Fee Structure
Avora Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.75% to 1.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Avora Wealth. Fees are calculated monthly and deducted from your account. The fee may be negotiable.