Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aurora charges fixed, hourly, or asset-based fees for financial planning and investment management. Financial planning fees range from $500 to $15,000 (fixed) or $50 to $800 (hourly). Investment management fees typically range from 0.25% to 2.95% annually, depending on the IAR and client agreement. Clients also incur additional charges from third parties like broker-dealers and custodians. Discounts may be offered to family and friends of associated persons of the firm.
Areas of Practice
Advisor Information
Office location
Pipersville, PA
Get directionsRegulatory History (2)
Customer Dispute
October 2012Customer Dispute
September 1998Other Business Activities
Timothy is a Managing Member of Hearthstone Advisors LLC, a 401K advisory company, dedicating about a quarter of his time. He is also the CEO of Lively Employer Services, a payroll, employee benefits, and administration company, dedicating nearly all of his time to this role.