Aurea Investments provides investment management and financial planning services to individuals. Aurea tailors its services to each client's goals, risk tolerance, and financial situation. Aurea offers both discretionary and non-discretionary portfolio management. Aurea does not participate in wrap fee programs.
Assets Under Management$300K
Clients4
Advisors1
Avg. per Client$75K
Avg. per Advisor$300K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable based on account size, scope, and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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