Gina Koprowski is a CFP-designated registered investment advisor at Aureus Asset Management, LLC, based in Boston, MA, with 13 years of industry experience. Gina 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 294 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolios managed by Aureus and utilizing third party money managers have an annual fee rate starting at 1.0%. Fees are dependent on the level of monitoring for non-discretionary accounts and generally are charged at an annual rate of 0.20%.
Fee Estimator
Location
One Winthrop Square, Boston, MA, 02110
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Regulatory History (1)
Customer Dispute
January 2010Employment History
Current Registrations
Aureus Asset Management, LLC
Previous Registrations
East Coast Asset Management
Strategic Advisers, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.