Aurdan Capital Management, LLC is a registered investment advisor founded in 2024 and based in Wayne, Pennsylvania. The firm offers continuous investment management and personalized financial planning services tailored to each client's individual objectives, time horizons, risk tolerance, and liquidity needs. Aurdan Capital primarily manages portfolios on a discretionary basis, utilizing asset allocation models, equities, fixed income, mutual funds, exchange-traded funds, and government securities. In addition to individual wealth management, the firm provides retirement plan consulting and management services to employer plan sponsors. Aurdan Capital works with individuals, high-net-worth clients, pensions, profit-sharing plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees for amounts over $10,000,000 are negotiable. Minimum account size is typically $1,000,000.