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
Nora Wealth Advisors provides financial planning and investment advice through consultations. Services include asset management, 401(k)/403(b) consulting, ERISA plan services, and financial planning. Fees are based on AUM or hourly rates. They may use sub-advisors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For accounts under $500,000, the annual fee is $5,000. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
1201 Peachtree Street Ne, Building 400, Suite 100, Atlanta, GA, 30361