Natalie Baros is a registered investment advisor at Aurelien Capital Partners, based in Chicago, IL. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 34 clients with $38M 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% |
Fees may be negotiable at the sole discretion of the firm. The client’s fees will take into consideration the aggregate assets under management with the firm. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities may be charged a higher fee.
Fee Estimator
Location
208 N. Green Street, Chicago, IL, 60607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aurelien Capital Partners
State Registrations1 state
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