Velara Wealth Management provides discretionary investment management, retirement plan consulting for employers, and financial planning and consulting services to individuals, families, and businesses. Velara Wealth Management creates customized portfolios based on each client's goals, time horizons, objectives, and risk tolerance using fundamental analysis, technical analysis, and Modern Portfolio Theory. The firm also offers comprehensive financial plans covering cash flow, retirement strategy, risk management, tax reduction, and estate preservation, as well as hourly consulting for specific topics. Velara Wealth Management typically requires a minimum investment of $500,000 to open and maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.65% |
| $10M+ | 1.25% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size.