Aurelius Family Office manages investment portfolios and provides comprehensive financial planning and consulting services. Aurelius Family Office creates customized investment strategies based on each client's goals, time horizon, and risk tolerance, holding assets in custody with independent broker-dealers. In addition to ongoing portfolio management, Aurelius Family Office offers standalone financial planning covering lifestyle, risk management, cash flow, tax strategies, retirement income, and estate planning guidance. The firm specializes in working with individuals, high-net-worth families, retirement plans, and business entities.
Assets Under Management$320M
Clients167
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$800K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
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 based on account size, portfolio complexity, and activity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...