Optimizing your experience...
Optimizing your experience...
See exactly how our competitive fee structure compares to industry averages. Small differences compound into significant wealth over time.
How our fees work:
Blended rate applied to total portfolio.
vs. $5,000 at 1.0%
Sooner based on fee savings*
Important Disclosures: This calculator provides hypothetical illustrations only and does not represent actual investment results or guarantee future performance. Fees shown reflect our standard fee schedule; actual fees may vary based on individual circumstances and are negotiable. See our Form ADV Part 2A for complete fee schedule.
The 7% annual return assumption is for illustrative purposes only and does not represent any specific investment. Actual returns will vary. *Retirement acceleration estimate assumes 4% withdrawal rate and current portfolio growth; actual results depend on many factors.
Industry average of 1.0% is based on typical AUM fees for traditional advisors. Source: 2021 AdvisoryHQ study. Aurea Investments is a state-registered investment advisor (CRD #336580). All investing involves risk.