Aaratee Rao is a registered investment advisor at Aure Advisors LLC, based in Hillsborough, CA. Aaratee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Aure Advisors provides wealth management services for a flat annual fee, ranging from $10,000 to $25,000. This fee will not exceed 2% of the value of your investments. The exact fee is agreed upon with the client and depends on the complexity of their investment profile and the resources required to service the account.
Location
Hillsborough, CA
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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.
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Current Registrations
Aure Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.