David Yucius is a CFA-designated registered investment advisor at Aurora Investment Counsel, based in Atlanta, GA, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees are subject to discount based upon various criteria including overall firm assets under management and average portfolio size.
Fee Estimator
Location
3350 Riverwood Parkway, Suite #2205, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aurora Investment Counsel
State Registrations1 state
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