Aurora Financial Planning & Investment Management LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Aurora Financial Planning & Investment Management (AFPIM) provides investment management services, managing individually tailored investment portfolios based on clients' goals, risk tolerance, and time horizons. AFPIM also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, business owner planning, and estate planning. Financial planning can be comprehensive (ongoing) or project-based.
Assets Under Management$1.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $8.0M | 0.40% |
| $8M+ | 0.30% |
Investment management fee is negotiable. Account minimum $500K is negotiable and may be waived in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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