Nora Wealth
Assets Under Management
$53.6M
Number of Clients
42
Number of Advisors
1
Average Client AUM
$1.3M
AUM per Advisor
$53.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Nora Wealth Advisors, LLC offers financial planning and investment advice through consultations and discretionary asset management. They also provide 401(k)/403(b) consulting services to individual participants. Financial plans cover wills, estate planning, investments, taxes, insurance, retirement income, and college planning.
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
Location
1201 Peachtree Street Ne, Building 400, Suite 100, Atlanta, GA, 30361