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MG
CFP · ChFC
MG
CFP · ChFC
Melissa Geracimos
Aurelius Family Office, LLC
29 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Financial Planning & Coaching
High Net Worth
Aurelius Family Office, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
156 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$265.9M
Fee Structure
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $1.0M
1.25%
$1.0M - $2.5M
1.00%
$2.5M - $5.0M
0.80%
$5.0M - $10.0M
0.70%
$10M+
0.50%
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
Minimum Annual Fee:
$10,000
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Location
Alexandria, VA
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Employment Separation After Allegations
December 2024
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Aurelius Family Office, LLC
February 2025 - Present · 1 yr
Previous Registrations
Charles Schwab & CO., INC.
Broker
June 2024 - January 2025 · 7 mos
Charles Schwab & CO., INC.
June 2024 - January 2025 · 7 mos
HUB International Investment Services INC.
Broker
November 2021 - May 2024 · 2 yrs 6 mos
Global Retirement Partners LLC
January 2020 - May 2024 · 4 yrs 4 mos
LPL Financial LLC
Broker
January 2020 - June 2024 · 4 yrs 5 mos
Madison Avenue Securities, LLC
Broker
October 2018 - October 2019 · 1 yr
Campbell Wealth Management, INC.
April 2016 - October 2019 · 3 yrs 6 mos
LPL Financial LLC
Broker
February 2014 - October 2018 · 4 yrs 8 mos
LPL Financial LLC
February 2014 - April 2016 · 2 yrs 2 mos
LPL Financial LLC
Broker
November 2012 - February 2014 · 1 yr 3 mos
LPL Financial LLC
November 2012 - February 2014 · 1 yr 3 mos
Lincoln Financial Securities Corporation
October 2009 - December 2012 · 3 yrs 2 mos
Lincoln Financial Securities Corporation
Broker
October 2009 - December 2012 · 3 yrs 2 mos
Securities America, INC.
Broker
July 2009 - October 2009 · 3 mos
Securities America Advisors, INC.
July 2009 - October 2009 · 3 mos
Lincoln Financial Securities Corporation
August 2006 - July 2009 · 2 yrs 11 mos
Lincoln Financial Securities Corporation
Broker
June 2006 - July 2009 · 3 yrs 1 mo
Deutsche Bank Securities INC.
Broker
January 2001 - July 2006 · 5 yrs 6 mos
Deutsche Bank Securities INC.
August 2000 - July 2006 · 5 yrs 11 mos
Db Alex. Brown LLC
Broker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons Incorporated
Broker
March 1996 - September 1997 · 1 yr 6 mos
Smith Barney INC.
Broker
December 1995 - March 1996 · 3 mos
State Registrations
1 state
VA
Advisor
Exams
No exam information available for this advisor.
Melissa Geracimos - Financial Advisor | TrueAdvisor