Optimizing your experience...
Optimizing your experience...
Fee-Only Fiduciary
For investors who want direct advice, tax-aware portfolio management, and assets held at Interactive Brokers in their own name. Transparent fees. Clear accountability.
State-registered investment advisor · Assets held at Interactive Brokers · You keep account control · CRD #336580
I manage portfolios on a discretionary basis, but the account remains at Interactive Brokers under your control. You keep your own login, receive statements directly from the custodian, and retain control over deposits and withdrawals.
Your assets are held at Interactive Brokers in your name, not with me. You keep your own login and receive statements directly from the custodian.*
I can manage the portfolio, but money movement remains under your control. Withdrawals can go only to destinations you establish and verify through the custodian.
You can see positions, transactions, and balances directly through the custodian at any time. Nothing is filtered through me.
All investing involves risk. I do not promise returns. I offer a disciplined process, transparent fees, and direct communication.
* Unless otherwise agreed to through a Supplemental Power of Attorney, any deposits or withdrawals initiated by the advisor will only be made to destinations established or confirmed using your own credentials. I never have access to your login. View custody details
I work directly with individuals and families who want a thoughtful investment process rather than a generic model portfolio. Portfolios are managed with attention to valuation, risk, liquidity needs, and after-tax outcomes.
I build and oversee diversified portfolios using a value-oriented framework. Every holding should have a clear role and a clear reason to remain in the portfolio.
Tax decisions are part of the process throughout the year, including loss harvesting when appropriate, asset location, and coordination with your CPA.
My process is grounded in valuation, risk control, and after-tax thinking. The goal is not to react to noise. The goal is to make deliberate decisions with a clear reason behind them.
I focus on price relative to underlying value, not popularity or market noise. Portfolios are built around your goals and constraints, not what happens to be in favor.
Each position should have a clear thesis, appropriate sizing, and conditions that would change the view. Portfolio decisions should be explainable before they are defendable.
Investment decisions should be evaluated on an after-tax basis, not just a pretax one. Taxes are part of the process throughout the year, not an afterthought in December.
Direct communication from the first conversation onward.
I review your current holdings, fee structure, tax considerations, and concentration risk.
We discuss whether my approach fits your goals, constraints, and expectations.
If we decide to work together, your assets remain at Interactive Brokers and I manage the portfolio with ongoing oversight, tax awareness, and direct communication.
My fee schedule is straightforward, billed in arrears, and fully disclosed in Form ADV Part 2A. I typically work with portfolios of $50,000 or more.
$50K - $250K
1.25%
annually
$250K - $500K
1.00%
annually
$500K - $1M
0.75%
annually
$1M+
0.50%
annually
✓ Portfolio management & rebalancing
✓ Tax-aware trading and loss harvesting
✓ Direct access to me
✓ Quarterly reviews
✓ Ongoing monitoring and position updates
✓ Coordination with your CPA when needed
Zero termination fees. You can leave the relationship without a separate exit charge.
Your account is portable. It stays in your name at the custodian.
Fees billed in arrears. You only pay for time managed.
Full fee schedule in Form ADV Part 2A.
I built Aurea to offer a different kind of advisory relationship: direct access, transparent fees, independent custody, and a disciplined investment process. No product sales. No layered handoffs. No inflated promises.
I prefer a smaller practice by design so I can stay close to the work and close to the client. That means clearer communication, tighter accountability, and decisions made with context rather than distance.
If you want the practical details before we speak, start here.
If you want to see how I think before you ever become a client, start with my market notes. Weekday mornings, I share concise commentary on risk, valuation, and portfolio discipline. Educational commentary, not personalized investment advice.
Delivered on weekdays around 7:30 AM CT. Unsubscribe anytime.
I can review your current holdings for concentration risk, unnecessary complexity, tax blind spots, and whether the portfolio reflects a coherent investment process.