Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | N/A |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. AUM fee is $5,000 for accounts under $500,000.
Fee Estimator
Nora Wealth charges fees based on a percentage of assets under management or hourly rates. For asset management, the annual fee is $5,000 for accounts under $500,000. For accounts $500,000 and over, fees are tiered. Financial planning is offered for a flat fee ranging from $1,800 to $6,500, or hourly at $250 per hour. Ongoing financial planning ranges from $1,800 to $20,000 annually, but is waived for clients with a separate Wealth Advisory Agreement. Fees may be negotiable and accounts within the same household may be combined for a reduced fee.
Areas of Practice
Advisor Information
Office location
1201 Peachtree Street Ne, Building 400, Suite 100, Atlanta, GA, 30361
Get directionsRegulatory History
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