Auspicious Financial Planning provides investment advice to individuals and other clients. As a legally required fiduciary, Auspicious Financial Planning always acts in the client’s best interest. The firm offers wrap comprehensive portfolio management. The firm manages investments based on the client's goals, risk tolerance, and time horizon.
Assets Under Management$270M
Clients200
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Auspicious Financial Planning offers wrap comprehensive portfolio management. The annual fee ranges from 0.20% to 0.80% of the value of your account. The specific fee will be outlined in your advisory agreement. Fees are negotiable and are deducted from your account quarterly in advance.
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