About AUREUS CAPITAL
AUREUS CAPITAL is a well-established financial advisory firm that caters to individuals, families, and small business owners. With a team of experienced and knowledgeable financial advisors, AUREUS CAPITAL helps its clients achieve their financial goals by providing personalized and comprehensive financial strategies.
How does the advisor help clients – Key Takeaways:
- Assists clients in creating and implementing financial plans
- Provides strategic investment advice
- Offers various financial services, such as retirement planning, tax planning, and risk management
- Customizes plans based on clients’ unique needs and goals
Facts and Insights
Founded in 2005, AUREUS CAPITAL has been in the business for over 15 years. During this time, they have accumulated a wealth of knowledge and experience, making them a trusted and reliable source for financial advice. As of 2021, AUREUS CAPITAL manages over $500 million in assets and has a team of 10 highly qualified financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500 | 10 |
Financial Services Offered
AUREUS CAPITAL offers a wide range of financial services tailored to meet the various needs of its clients. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance recommendations
- Debt management
- Business financial planning
Client Types
AUREUS CAPITAL caters to a diverse clientele, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Corporate executives
Fees & Compensation
AUREUS CAPITAL operates on a fee-based compensation structure, meaning their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ financial success. Additionally, they may also receive commissions for certain investment products.
Background
AUREUS CAPITAL was founded by John Smith, a highly experienced and qualified financial advisor with over 20 years of experience in the industry. He leads a team of 10 advisors, each with their own specialized areas of expertise, ensuring clients have access to a wide range of financial knowledge and resources.
Financial Advisor Disclosures to Know
Here are some important disclosures to keep in mind when working with AUREUS CAPITAL:
- AUREUS CAPITAL operates on a fee-based compensation structure.
- Some advisors may also receive commissions for certain investment products.
- Clients should carefully review and understand all fees and compensation before working with an advisor.
- AUREUS CAPITAL may have conflicts of interest when recommending certain investment products.