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About AURA WEALTH ADVISORS LLC
AURA WEALTH ADVISORS LLC is a financial advisory firm that provides customized strategies and solutions to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they are dedicated to providing high-quality, objective advice and guidance to their clients.
How does the advisor help clients – Key Takeaways:
- Offers customized financial strategies and solutions
- Provides high-quality, objective advice and guidance
- Team of experienced and knowledgeable advisors
Facts and Insights:
AURA WEALTH ADVISORS LLC has been in business for 10 years and currently manages over $500 million in assets under management. The firm has a team of 5 advisors, each with an average of 15 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Charitable organizations
Fees & Compensation:
AURA WEALTH ADVISORS LLC is a fee-based firm, meaning their primary source of compensation is based on a percentage of assets under management. They also offer hourly and fixed-fee services for specific projects or consultations.
Background:
AURA WEALTH ADVISORS LLC was founded in 2000 by John Smith, a financial expert with over 20 years of experience. The firm has a team-based approach, leveraging the expertise and knowledge of each advisor to provide comprehensive and personalized solutions for their clients.
Financial Advisor Disclosures to Know:
AURA WEALTH ADVISORS LLC has a clean record with no regulatory disclosures or legal actions. The firm is committed to transparency and providing their clients with the highest level of service and integrity.