Aurora Private Wealth, INC.
Assets Under Management
$395.3M
Number of Clients
1,843
Number of Advisors
20
Average Client AUM
$214K
AUM per Advisor
$19.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aurora Private Wealth, Inc. provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary or non-discretionary basis, recommending various securities and independent investment managers. The firm offers services through a network of investment advisor representatives (IARs) who provide customized advice subject to the firm's supervision.
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
Location
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866