Amphora Wealth Management, LLC

Amphora Wealth Management, LLC is a Registered Investment Adviser based in Chapel Hill, NC, established in June 2011. The firm specializes in providing investment advisory services as part of a comprehensive wealth management process. Amphora manages assets on a discretionary and non-discretionary basis, primarily recommending portfolios consisting of passively managed mutual funds and index funds. The firm may also recommend individual fixed income securities and model portfolios. Clients have the option to impose restrictions on Amphora's discretionary authority, which are outlined in the client's Investment Policy Statement. Amphora offers financial planning services, including retirement planning, estate planning, and risk management, under the umbrella of Practice Integrated Wealth Management. The firm charges fees based on a percentage of assets under management, with a minimum annual fee of $6,000. Additionally, Amphora provides Divorce Consulting services and the opportunity to invest in cryptocurrency through a Flourish Crypto account. Amphora acts as a fiduciary, putting clients' best interests first. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients are responsible for receiving and voting proxies for securities in their portfolios. Amphora does not have any financial commitments that impair its ability to meet client obligations and has not been involved in any bankruptcy proceedings.