Financial Aurora offers asset management, creating portfolios of mutual funds and exchange traded funds tailored to client needs. They also provide financial planning and consulting services covering retirement, investments, education, home purchase, debt management, insurance, estate, divorce, charitable giving, and tax planning. Financial Aurora may refer clients to other specialists as needed. They also offer wrap fee programs.
Assets Under Management$110M
Clients220
AdvisorsN/A
Avg. per Client$500K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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