Stefan Karlsson is a CFA-designated registered investment advisor at Aureus Asset Management, LLC, based in Boston, MA, with 8 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 362 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee rate starts at 1.0% for managed portfolios utilizing internal and external managers. Non-discretionary monitored portfolios are generally charged 0.20%. Fees are negotiable.
Fee Estimator
Location
One Winthrop Square, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Aureus Asset Management, LLC
State Registrations1 state
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Exams
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