Aurora Strategic Advisors, LLC logo

Aurora Strategic Advisors, LLC

Updated today

Client AUM

$23,100,000

Clients

347

Advisors

1

of 4 employees

About

Aurora Strategic Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, businesses, estates, and corporate retirement plans, including consulting and education for participant-directed 401(k) and 403(b) plans. The firm delivers portfolio management and written financial plans and generally charges percentage-of-assets fees for managed accounts.

The firm gathers client information through interviews and creates customized, documented client profiles to guide asset allocation and risk tolerance; it typically operates on a non-discretionary basis while retaining discretionary authority for some accounts. Investment analysis draws on fundamental, technical/charting, and cyclical methods, and accounts are reviewed continuously with updates triggered by market events or client changes.

Distinctive features include an unusually high client-to-advisor ratio — the brochure lists roughly 347 clients with a single principal advisor — and disclosed disciplinary history in the ADV, including prior arbitration claims and an award, which the firm directs prospective clients to review. The brochure also notes an affiliated insurance agency through which the firm’s principal may receive insurance compensation and a recently added surety bond, both items that bear on conflicts of interest and oversight.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning General tax planning Charitable giving & philanthropy

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Fee options

Percentage

$0 - $650,000: 1.50% for Equity/Balanced portfolios; 1.25% for Fixed Income portfolios $650,001 - $1,500,000: 1.25% for Equity/Balanced portfolios; 0.85% for Fixed Income portfolios $1,500,001 - $1,999,999: 0.90% for Equity/Balanced portfolios; 0.70% for Fixed Income portfolios $2,000,000+: 0.75% for Equity/Balanced portfolios; 0.60% for Fixed Income portfolios

Project-based

$175 per hour for specific investment analysis or retirement program planning

Other

Account minimum: $150,000 Minimum fee: Minimum financial planning fee of $1,000 Fee-only: Financial planning fee minimum $1,000; hourly planning at $175/hour

Main office

208 E 5th Street

Lumberton NC 28358

Advisors at this office

1

Most active in

North Carolina

Also doing business as

Aurora Strategic Advisors, LLC · Darek W. Hunt · Hunt, Darek W.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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