Aurora Wealth Advisors
Assets Under Management
$133.9M
Number of Clients
293
Number of Advisors
2
Average Client AUM
$457K
AUM per Advisor
$67.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aurora Wealth Advisors offers asset management, comprehensive portfolio management (asset management and financial planning), standalone financial planning & consulting, and retirement plan consulting. They tailor investment advice to client needs and objectives, utilizing sub-advisory services when appropriate.
Fee Structure
Aurora Wealth Advisors charges fees for asset management, comprehensive portfolio management, financial planning & consulting, and retirement plan consulting. Asset management fees will not exceed 1.75%. Comprehensive portfolio management fees will not exceed 2.25%. Financial planning and consulting fees are charged on an hourly basis (maximum $500/hour), flat fee basis (maximum $10,000), or recurring basis (maximum $10,000/year). Retirement plan consulting fees are billed hourly, flat fee, or based on a percentage of plan assets (not exceeding 0.25%). Fees are negotiable.
Areas of Practice
Location
9915 Mira Mesa Boulevard, Suite 240, San Diego, CA, 92131