Fees / Published plainly
AR / 06The same fee schedule
that’s in our ADV—
on one page.
Our ongoing fee begins at one percent and declines by tier. No commissions. No product compensation.
on the first $1 million
Ongoing wealth management
Tiered by assets under management.
Each rate applies only to the assets within that tier.
Planning-only engagements begin at an illustrative flat annual fee of $18,000, scoped in writing before work begins.
What the fee includes
One fee for
the coordinated work.
- 01Ongoing wealth planning
- 02Investment management
- 03Estate and legacy coordination
- 04Tax-aware planning with your CPA
- 05Business-transition planning
- 06Family meetings and next-generation work
Fee-only mechanics
Paid by clients.
Only by clients.
We are compensated through the advisory fees disclosed in our agreement and Form ADV. We do not accept commissions, product payments, referral revenue, or revenue sharing.
Custodian, fund, manager, transaction, legal, and tax-professional costs may be separate. We evaluate those costs but do not participate in them.
Fees compound too
Publishing the schedule makes the trade-off visible. The fee should be understood in the same frame as the work it pays for.
Frequently asked
Questions, answered plainly.
01Are fees billed in advance or arrears?
Advisory fees are calculated and billed quarterly in arrears based on the account values defined in the advisory agreement.
02Does the fee include financial planning?
Yes. Ongoing wealth-management relationships include the planning, investment, coordination, and family work described on this site.
03Are there other costs?
Custodians, funds, managers, transaction providers, attorneys, and tax professionals may charge separate fees. We disclose and evaluate those costs, but Aurora Ridge does not receive a portion of them.
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