Aurora Wealth Advisors offers investment management, financial planning, and retirement plan consulting. For investment management, Aurora creates tailored portfolios using stocks, bonds, ETFs, and other securities. Financial planning covers various areas like retirement, estate, tax, and education planning. Retirement plan consulting assists employers in establishing and monitoring their retirement plans. Aurora also uses sub-advisors to aid in the implementation of investment portfolios.
Fee Structure
Aurora Wealth Advisors' maximum annual fee for investment management is 1.75%. This fee is calculated monthly in advance based on the average daily value of your account from the previous month. Fees are negotiable and deducted from your account. If Aurora uses a third-party money manager, their fees will be in addition to Aurora's fee.