Advisor at Aurelius Family Office, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aurelius Family Office, LLC
Location
Tullahoma, TN
Credentials
Series 63, Series 65
Industry experience
31 years
Fixed fees generally range from $2,000 to $10,000 for financial planning; $2,500 fixed fee for estate planning
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Advisory professionals may receive commission-based compensation for the sale of insurance products
Account minimum: $2,500 quarterly minimum fee (may be waived at firm’s discretion) Minimum fee: Minimum quarterly fee of $2,500, which may be waived at the firm’s sole discretion Fee-only: Fixed fees generally range from $2,000 to $10,000 for standalone financial planning and consulting services; $2,500 fixed fee for estate planning through ARAG Services, LLC
Aurelius Family Office, LLC
2021 - Present (5 years)
McLean Asset Management Corporation
2009 - 2022 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Tullahoma, TN
Edward Jones
Series 63, Series 66
Manchester, TN
Edward Jones
Series 66
Tullahoma, TN
Edward Jones
CFP®, Series 66
Tullahoma, TN
Edward Jones
ChFC®, Series 66
Shelbyville, TN
Edward Jones
Series 63
Tullahoma, TN
Financial Management Advisors, Inc.
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