Aurora Investment Managers provides investment advice tailored to individual client needs. They meet with clients to determine their investment objectives and risk tolerance, then construct and monitor a portfolio. Aurora typically has the authority to make trades without asking clients first, but clients can set restrictions. The firm primarily advises on stocks, bonds, and investment funds.
Assets Under Management$360M
Clients200
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.60% |
| $8M+ | 0.40% |
Fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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