AURE Investments provides investment management services to individuals, families, retirement accounts, foundations, and institutions. AURE Investments manages equity, fixed income, and blended accounts. The firm also provides fiduciary and non-fiduciary services for retirement plan sponsors. AURE Investments aims to maintain a culture of ethics and integrity with clear and transparent communications.
Assets Under Management$14M
Clients10
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...