Auxano Advisors offers investment advisory services, including Family Office Services and Investment Advisory Services. Family Office Services include a review of all aspects of a client’s financial situation, including asset allocation, investment review, cash management, risk management, insurance, education funding, goal setting, retirement planning, estate planning, charitable giving planning, tax planning, and capital needs planning. Auxano also provides investment advisory services, defined as giving continuous advice to a client or making investments for a client based on the individual needs of the client.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee schedule starts at 1.00% for clients with $1 million or more. For clients with less than $1 million, the fee schedule starts at 1.25%.