Mark Naylor is a registered investment advisor at Auour Investments LLC, based in Woburn, MA, with 8 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 369 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For sub-advisory and co-advisory clients, fees charged by outside RIAs are in addition to those charged by Auour, resulting in higher total fees. All fees are negotiable.
Fee Estimator
Location
400 Tradecenter, Suite 3990, Woburn, MA, 01801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the President and 100% owner of Partner Capital, Inc., a consulting firm focused on real estate acquisition and direct ownership. He spends about half of his time on this activity, with about a quarter of his time during market hours.
Employment History
Current Registrations
Auour Investments LLC
State Registrations1 state
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