Auour Investments offers customized investment management to individuals, family offices, trusts, and high-net-worth clients. Auour uses its own asset allocation models to manage portfolio risk, generally investing in exchange-traded funds (ETFs), but may also hold stocks, bonds, and mutual funds. Auour also provides investment advice to other registered investment advisors (outside RIAs) as a subadvisor or co-advisor. Auour offers a strategy signal service whereby it enters into a non-discretionary advisory agreement with unaffiliated third parties.
Assets Under Management$340M
Clients369
Advisors4
Avg. per Client$920K
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...