Vora Wealth Management (VWM) offers financial planning and investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. VWM provides advice through consultations, including financial objectives, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and legacy planning. VWM uses the Amplify Wealth Management Platform and may hire sub-advisors to manage client accounts. VWM is affiliated with Vora Financial Group, PLLC, through which associated persons conduct insurance business.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.30% |
| $500K - $2.0M | 1.80% |
| $2M+ | 1.50% |
The annual fee may be negotiable. For assets managed using the Pontera Platform, VWM will charge the client 1.30% of assets annually.