Amara Financial provides investment advice and financial planning services. Investment advice is offered on both a discretionary and non-discretionary basis. Financial planning services range from comprehensive plans to focused consultations, covering areas like retirement, estate, tax, and education planning. Amara also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$200M
Clients128
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$100M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual investment management fees charged will not exceed 1.50%. Fees are negotiable and may be reduced or waived entirely for family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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