At Varra Financial, we value the trust you place in us to manage your investments. As your financial advisors, we want our incentives to be aligned with the growth of your investments. Through our onboarding process, we will get to know your asset mix, debt profile, lifestyle requirements, behavioral tendencies, and the trajectory of your practice—placing us in the best position to design an investment portfolio that aligns with your risk requirements and timelines for growth. Because we understand your personal and business cash flow, we can manage the tax impact of any changes to your investment plan.
How We Work
Financial Planning for Small Business Owners
| Investment Balance | Advisory Fee |
|---|---|
| $250,000- $1,000,000 | 1.0% |
| $1,000,001- $3,000,000 | 0.8% |
| $3,000,001- $5,000,000 | 0.7% |
| $5,000,001-$10,000,000 | 0.6% |
| $10,000,001 + | 0.5% |
*** Accounts under $250,000 will be assessed an advisory fee of 1.25% ***
Our pricing model reflects our desire to deliver a comprehensive and long-term planning experience for individuals at every career phase.
Our Fee
We are now charging an initial planning fee of $2500 for all new clients. Our annual fee is calculated either as a percentage of the investments we manage on your behalf (advisory fee) or a fee for our planning services or as a combination of the two. We work with small business owners to create a custom fee which depends on the complexity and scope of service.
Business Owners
The annual fee ranges from $2,500 to $5,000 for our planning service depending on the complexity and circumstances of the client’s individual situation. This fee can be offset by assets that we manage and can be paid directly out of your investments.
Financial Planning for Retirees
| Investment Balance | Advisory Fee |
|---|---|
| $250,000- $1,000,000 | 1.0% |
| $1,000,001- $3,000,000 | 0.8% |
| $3,000,001- $5,000,000 | 0.7% |
| $5,000,001-$10,000,000 | 0.6% |
| $10,000,001 + | 0.5% |
*** Accounts under $250,000 will be assessed an advisory fee of 1.25% ***
Our pricing model reflects our desire to deliver a comprehensive and long-term planning experience for individuals at every career phase.
Our Fee
We are now charging an initial planning fee of $2500 for all new clients. Our annual fee is calculated as a percentage of the investments we manage on your behalf (advisory fee). We do not have a minimum investment balance, however, we do have a minimum annual fee for the level of service we provide.
Retirees
Minimum annual fee is $2,500 for our planning service. This fee is offset by assets that we manage and can be paid directly out of your investments.
Financial Planning for Young Professional Families
| Investment Balance | Advisory Fee |
|---|---|
| $250,000- $1,000,000 | 1.0% |
| $1,000,001- $3,000,000 | 0.8% |
| $3,000,001- $5,000,000 | 0.7% |
| $5,000,001-$10,000,000 | 0.6% |
| $10,000,001 + | 0.5% |
*** Accounts under $250,000 will be assessed an advisory fee of 1.25% ***
Our pricing model reflects our desire to deliver a comprehensive and long-term planning experience for individuals at every career phase.
Our Fee
We are now charging an initial planning fee of $2500 for all new clients. Our annual fee is calculated either as a percentage of the investments we manage on your behalf (advisory fee) or a fee for our planning services or as a combination of the two. We do not have a minimum investment balance, however, we do have a minimum annual fee for the level of service we provide.
Individuals and Families
Minimum annual fee is $2,500 for our planning service. This fee can be offset by assets that we manage and can be paid directly out of your investments.
