Aurora Pointe Capital Management offers investment management and financial planning services to individuals and institutions. Investment advice is tailored to each client's needs. Financial planning services include cash flow analysis, debt financing, real estate analysis, education funding, retirement planning, investment portfolio analysis, insurance analysis, and estate planning.
Assets Under Management$72M
Clients10
Advisors1
Avg. per Client$7.2M
Avg. per Advisor$72M
aurorapointecapital.com ·www.linkedin.com/in/eric-montemaggi-cfa-cfp%c2%... ·www.linkedin.com/company/aurora-pointe-capital-...
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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