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
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lori is a partner/owner at Lori A. Hodge, CPA & Assoc., PC, focusing on tax preparation and review, spending about half her time. She is also an IAR & RR at Harper & Hodge, dedicating about two-thirds of her time to sales, administration, and client meetings, and is the treasurer for Daniel R and Lori A Hodge, PC. Finally, Lori is an insurance producer for various insurance companies, dedicating a few hours per week, and a member of Kaymeg LLC, which owns rental property.