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 High Net Worth, Investment Management. Their firm serves 294 clients with $7.8B 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% |
Portfolios managed by Aureus and utilizing third party money managers have an annual fee rate starting at 1.0%. Fees are dependent on the level of monitoring for non-discretionary accounts and generally are charged at an annual rate of 0.20%.
Fee Estimator
Location
One Winthrop Square, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aureus Asset Management, LLC
State Registrations1 state
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