Auriex Wealth Advisors is a registered investment advisor based in New York, offering personalized investment management and financial planning services. Auriex Wealth Advisors builds custom portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, following a modern portfolio theory approach with discretionary trading authority. In addition to managing investments, Auriex Wealth Advisors offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow, insurance, business planning, and education savings. Services are provided on a fee-only basis, ensuring the firm is compensated solely by clients without commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes.