Aurdan Capital Management provides continuous investment advice based on your individual objectives, time horizons, risk tolerance, and liquidity needs. They offer different asset allocation models and can work with you to establish investment goals. Aurdan Capital manages assets in equities, fixed income, mutual funds, ETFs, and government securities on a discretionary basis, meaning they can buy and sell investments without your prior approval.
Assets Under Management$420M
Clients313
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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 negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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