Aurora Investment Counsel manages separate accounts, primarily using US Equity investment strategies. They employ a "bottom-up", fundamentals-based approach called "Growth At the Right Price." Ancillary services include asset allocation, fixed income services, and general investment guidance. Aurora provides discretionary investment counseling, including reviews of financial status, investment policy statements, asset allocation targets, and ongoing client communications.
Assets Under Management$240M
Clients66
Advisors2
Avg. per Client$3.6M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees are subject to discount based upon various criteria including overall firm assets under management and average portfolio size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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