Aureum Wealth Management provides personalized financial planning and investment management services. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Investment management is tailored to client goals, with both discretionary and non-discretionary options. Aureum Wealth may recommend sub-advisors and offers pension consulting services to individuals, trusts, estates, charitable organizations, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.90% |
| $1.0M - $5.0M | 1.40% |
| $5M+ | 1.00% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the Client’s financial circumstances, among others. Aureum Wealth has legacy client relationships with a breakpoint fee schedule. These fee schedules are listed in the advisory agreement signed with these clients.