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Amphora Wealth Management, Llc
Chapel Hill, North Carolina
5.0
1 Review
Amphora Wealth Management, LLC, a small investment advisory firm based out of Chapel Hill, NC, is committed to providing exceptional financial services to its clients. With a total of three dedicated employees, they specialize in offering comprehensive investment advisory services to individuals and high net worth clients. The firm boasts an impressive average of approximately $37,460,000 in assets under management per investment advisor.
Amphora Wealth Management's compensation structure is designed to align their interests with the success of their clients. They utilize various fee types, including a percentage of assets under ...see more
Assets Under Mgmt
$106.07M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Amphora Wealth Management, Llc
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