Anora Wealth, located in California, offers financial planning and investment management services. As a fee-only firm, Anora Wealth is only compensated by clients. Financial planning covers areas like cash flow, retirement, estate, and tax planning. Investment management is available for clients engaged in ongoing financial planning. Anora Wealth may use outside managers and participates in Altruist's Model Marketplace.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1M+ | 0.50% |
Investment Management services are only offered for Clients engaged in Ongoing Financial Planning. For Clients with less than $1,000,000 in assets under management, there is no additional fee for Investment Management services. For Clients with assets under management above $1,000,000, we charge a flat fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...