Melissa Geracimos

CFP · ChFC

Aurelius Family Office, LLC

29 Years of Experience

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Firm Information

Aurelius Family Office, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

156 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$265.9M

Fee Structure

Minimum Investment:$800K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

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 and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,500

Financial Plan Fee:$2,000 - $10,000

For portfolio management, the annual fee is a percentage of assets managed. AFO generally requires fees to be prepaid on a quarterly basis and has a minimum quarterly fee of $2,500, which may be waived at the firm's discretion. Financial planning and consulting fees are fixed and range from $2,000 to $10,000, depending on the scope and complexity of services. Estate planning through ARAG Services, LLC, costs a separate fixed fee of $2,500.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Advisor Information

Office location

Alexandria, VA

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Regulatory History (1)

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