Aure Advisors offers wealth management services to individuals, high net worth individuals, and businesses. As a legally required fiduciary, Aure provides investment management services, constructing portfolios of individual stocks, ETFs, bonds, mutual funds, option contracts, or real estate limited partnerships based on client goals and risk tolerance. Aure also offers financial planning services covering investment, retirement, business, cash flow, and tax planning. Clients are not obligated to implement any recommendations.
Fee Structure
Aure Advisors provides wealth management services for a flat annual fee, ranging from $10,000 to $25,000. This fee will not exceed 2% of the value of your investments. The exact fee is agreed upon with the client and depends on the complexity of their investment profile and the resources required to service the account.