Aura Finance offers an automated investment program that provides investment advice and manages wealth through a technology platform. Clients input personal information, and Aura uses this data to recommend model portfolios consisting of stocks, treasuries, fixed income, municipal bonds, and exchange traded funds (ETFs). Clients can choose a more conservative or aggressive model than recommended. Aura also offers Lean-In Portfolios that apply environmental, social, and governance (ESG) factors. Aura is sub-advised by Atomic Invest LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients with less than $10,000 in net deposits, Aura charges a Financial Counseling Service Fee of $249 per year. The 1.00% fee only applies to the amount greater than $10,000 for accounts holding $10,001 or more.