John H Chapel

Aurora Private Wealth, INC.

34 Years of Experience

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Firm Information

Aurora Private Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

20 advisors

Number of Clients

1,843 clients

Average Client Portfolio

$214K average

Assets Under Management

$395.3M

Fee Structure

Financial Plan Fee:$500 - $15,000

Hourly Rate:$50 - $800/hr

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.

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Areas of Practice

Retirement PlanningCharitable GivingTax PlanningInsurance PlanningInvestment Management

Advisor Information

Office location

11 Ocean Ridge Drive, Charlestown, RI, 02813

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Regulatory History (1)

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