Aureus Capital offers ongoing portfolio management services tailored to individual client goals, time horizons, and risk tolerance. They also provide financial planning services, including cash flow projections, tax planning, insurance review, and investment planning. Investments may include stocks, ETFs, mutual funds, bonds, and options. The firm uses options strategies to generate income.
Assets Under Management$3.8M
Clients15
Advisors1
Avg. per Client$260K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.25% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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