Aurora Private Wealth provides financial planning, consulting, and investment management services. Aurora enables its financial advisors to provide customized advice to their clients. These advisors have latitude in selecting investments and strategies, subject to compliance oversight. Aurora offers various investment programs, including individual portfolio management, model portfolio management, and independent manager selection.
Fee Structure
Aurora Private Wealth's fees for investment management are typically based on a percentage of the assets they manage, ranging from 0.25% to 2.95% per year. The specific fee is determined by the advisor, considering factors like the complexity of your situation, the amount you invest, and the portfolio style. The fee is charged quarterly or monthly in advance, based on the market value of your investments. Fixed fees may be charged for model portfolio management, as negotiated on a case-by-case basis.