Assets Under Management
$265.9M
Number of Clients
156
Number of Advisors
5
Average Client AUM
$1.7M
AUM per Advisor
$53.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Aurelius Family Office provides wealth management services including portfolio management with financial planning and consulting. They also offer standalone financial planning and consulting services. They provide investment advice on retirement plan assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
3 Executive Park Drive, Suite 261, Bedford, NH, 03110