Aurora Private Wealth is a registered investment advisor based in New Jersey that manages investment portfolios and provides personalized financial planning and consulting services. Aurora offers individual portfolio management, model portfolios, and independent manager selection programs. Advisors associated with Aurora have the latitude to customize advice, and services are provided through various programs including wrap fee programs and third-party platforms like Envestnet. Aurora's services cover retirement planning, tax strategies, estate planning, cash flow forecasting, and business planning. The firm works with individuals, high-net-worth clients, trusts, estates, and business owners. Aurora also offers retirement plan consulting services to employee benefit plans. The firm operates with affiliated entities such as a broker-dealer and an insurance agency, which presents certain conflicts of interest regarding product recommendations and commissions, though Aurora maintains policies and procedures to mitigate these conflicts and acts in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Fees generally range from 0.25% to 2.95% per annum depending on client circumstances, assets under management, and other factors. Fees are negotiable.