Vora Wealth Management, Pllc
Assets Under Management
$74.8M
Number of Clients
660
Number of Advisors
N/A
Average Client AUM
$113K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Vora Wealth Management offers financial planning and investment management to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. Services include financial objectives, cash flow, tax, insurance, investment, education, retirement, and legacy planning. They utilize the Amplify Platform for back-office support and may use sub-advisors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.30% |
| $500K - $2.0M | 1.80% |
| $2M+ | 1.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Vora Wealth Management's fees are based on a percentage of assets under management, hourly charges, and/or fixed fees. Asset management fees are tiered (see table above). For assets managed using the Pontera Platform, VWM charges 1.30% of AUM annually, with 0.30% going to Pontera. Financial planning fees range from $500 to $2,500, or $200 per hour. A minimum of $150,000 in assets under management is typically required.
Areas of Practice
Location
2500 S. Woodlands Village Boulevard, Suite 3, Flagstaff, AZ, 86001