Aurora Bay Capital is an investment management firm providing investment advice and portfolio management on a discretionary basis. They focus on building client portfolios through individual bonds and equities, and cost-effective exchange-traded funds for tax efficiency. In some instances, Aurora Bay Capital may recommend a client to a third-party manager. Aurora Bay Capital also offers access to alternative investments such as real estate investment trusts and private placements.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The client’s fee will be based on several factors including the amount of assets under management, type of management services, complexity of the managed services, advisory needs, and frequency of trading. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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