A complete list of active advisors currently associated with Aurelius Family Office, LLC
Warmer can help you find a great advisor at Aurelius Family Office, LLC or one who fits your needs even better.
Aurelius Family Office LLC provides wealth management and discretionary portfolio management along with comprehensive financial planning and consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and corporate entities. Offerings include standalone financial plans, retirement‑plan services and ERISA‑related fiduciary options (3(21) and 3(38)), and management of retirement plan participant accounts. The firm’s investment process draws on fundamental, factor and quantitative analysis framed by modern portfolio theory, using mutual funds, ETFs, individual securities, pooled vehicles and option strategies as appropriate for client objectives and risk tolerance. For held‑away defined contribution accounts AFO uses a third‑party order management platform (Pontera) to implement discretionary rebalancing while avoiding custody, and client portfolios are reviewed at least quarterly. AFO’s brochure discloses several features that are less common among similar team firms: it maintains multiple offices (seven), describes the use of paid promoters/endorsers and participation in lead‑generation services such as SmartAsset, and outlines client alternatives that may include implementation through commission‑based brokerage accounts (for example, certain IRA rollovers); it also facilitates estate‑planning document services through ARAG Services, LLC with fees remitted to that provider. The firm’s disclosure section notes a prior misdemeanor conviction of the managing member, a governance matter prospective clients may wish to review.
To learn more about the advisors currently working at Aurelius Family Office, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bedford, NH
| 2
| |
Chepachet, RI
| 7
| |
Alexandria, VA
| 29
| |
Shreveport, LA
| 7
| |
Tullahoma, TN
| 31
|
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