Aure Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aure Advisors LLC is a newly formed, state-registered investment adviser that provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, and businesses. The firm constructs and supervises client portfolios using accounts at qualified custodians and does not sponsor wrap fee programs or proprietary pooled investment vehicles.
The advisor uses both fundamental and technical analysis and generally pursues a long‑term investment approach while trading opportunistically for rebalancing, tax management, or risk adjustments. Portfolios may include individual equities, ETFs, bonds, mutual funds, options, and other instruments selected after the firm’s internal due diligence, with ongoing monitoring and at least annual formal reviews.
Aure’s business model is distinctive among investment managers because it relies on fixed, flat advisory fees rather than a percentage‑of‑assets‑under‑management fee schedule. The firm is led and owned by a single principal with senior experience in large technology and financial firms, maintains an institutional relationship with Charles Schwab that provides operational and platform support, and limits its custody role to authorized fee deduction rather than full custodial control.
Client services
Expertise
Occupation focus
Fee options
Annual fixed fee between $10,000 and $25,000, paid quarterly in advance
Account minimum: $500,000 (may be waived or reduced at Advisor's sole discretion) Minimum fee: Flat fee range from $10,000 to $25,000 annually, not to exceed 2% of assets under management Fee-only: Flat annual fees between $10,000 and $25,000, negotiated based on client complexity
Main office
Hillsborough CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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