Auri provides investment advice to individuals and small businesses. Auri's services include personalized investment guidance and recommendations drawn from diversified exchange-traded funds and mutual funds. Auri offers both discretionary and non-discretionary services. Auri does not take custody of client assets.
Assets Under Management$160K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$160K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 1.50% |
Clients with up to $50,000 in assets under management pay a flat monthly membership fee of $99.99. Advisory fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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