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
Holmdel, NJ
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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
Willard is the Managing Member/Wealth Manager/Retirement Planning Specialist/Insurance Agent for Aurora d/b/a Moore Wealth Management, LLC, an RIA and independent insurance agency. He dedicates all of his time to this role, providing advisory services and acting as an insurance agent.