Aetherion LLC is a registered investment advisor founded in October 2025 and based in New York, NY. The firm specializes in providing personalized portfolio management services primarily for individuals and high-net-worth individuals. Services include comprehensive investment selection, asset allocation, ongoing portfolio monitoring, and regular rebalancing. Aetherion LLC uses a fundamental analysis approach combined with diversified, long-term strategies, typically building portfolios with exchange-traded funds, mutual funds, and individual securities. The firm operates as a fiduciary, legally required to act in your best interest, and manages client accounts with the authority to make trades without asking first, while client assets remain held at independent custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for assets above $5,000,000 are negotiable.