Aubry Wealth Advisory provides investment management and financial planning services. Investment management includes determining investment goals, risk tolerance, and asset allocation. Financial planning is offered on a fixed fee or hourly basis and covers retirement, education, insurance, estate, cash flow, wealth accumulation, and tax planning. Aubry Wealth Advisory may use sub-advisors to manage client assets.
Assets Under Management$6.3M
Clients56
Advisors1
Avg. per Client$110K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Investment advisory fees are negotiable based on the scope and complexity of the services, the amount of time and expertise required.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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