Aurelius Family Office (AFO) offers wealth management services, including investment portfolio management and financial planning. AFO works with individuals, high-net-worth individuals, pension and profit sharing plans, charitable organizations, corporations, and other legal entities. AFO also provides investment advice on clients’ retirement plan assets held in qualified retirement plans.
Assets Under Management$320M
Clients167
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by AFO and the client.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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