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.
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866
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Learn about disclosures →Howard is involved in retirement plan consulting, insurance sales, and investment advisory services. He dedicates a significant amount of time to these activities, including full-time hours to investment advisory and running day-to-day operations for RSC Insurance brokerage, and about 10-20% of his time to sales/insurance products through HZEZ, Inc.