At Varra Financial, our investment management approach is holistic and personalized. Grounded in strategic financial planning, we tailor strategies to reflect your aspirations and adapt as your life evolves. As a fiduciary, we act in your best interest with uncompromising integrity—offering independent advice, transparency, and disciplined management to help you reach your goals.
Investing with Integrity, Care, and Confidence
Our tailored financial planning services can be combined with the direct management of your financial assets for a streamlined financial journey. Enjoy financial guidance and caring service from our seasoned team. Partnering with us goes beyond investment strategy—it means receiving timely advice and relying on a team that provides professional oversight and execution, so you can feel confident everything is handled with care and stay focused on what matters most.
Investment Advisory Fees
If our team takes on the task of managing your investable assets, you will be charged an assets under management (AUM) fee as detailed below. This fee will fully cover our ongoing planning service, which can be conveniently paid directly from your investments.
| Investment Balance | Advisory Fee |
|---|---|
| $0 – $1,000,000 | 1.0% |
| Next $1,000,001 – $3,000,000 | 0.8% |
| Next $3,000,001 – $5,000,000 | 0.7% |
| Next $5,000,001 – $10,000,000 | 0.6% |
| $10,000,001 and above | 0.5% |
Our pricing model reflects our desire to deliver a comprehensive and long-term planning experience for individuals at every career phase.
