Aurelia Capital Advisors offers investment advisory services including portfolio management to individuals, families, and small institutions. Aurelia tailors its advisory services to the individual needs and objectives of each client, considering factors such as risk tolerance, time horizon, financial goals, and investment preferences. Aurelia may recommend unaffiliated third-party investment advisors or portfolio managers to manage all or a portion of a client’s portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...