One Transparent Flat Fee
$24,000
Integrated management of investments, taxes, cash, retirement, real estate, and business finances.
No AUM fees, commissions, or hidden fees.
One fee covers an entire household with no limits on number of accounts or portfolio size
Taxable, Retirement, Personal, and Business Accounts covered
Tax-deductible fees for self-employed, businesses, and rental property owners
Cash Management
T-Bill yield, tax-aware.
Tax Management
Planning, filing, audit representation.
Portfolio Management
Personalized, tax-efficient.
One Fee. Everything Coordinated.
Cash Management
Yield & Liquidity
- 3.7%+ APY on cash reserves*
- Interest income exempt from CA state and local personal income taxes
- Higher yields than most HYSA or MMF
- Zero fund expense ratio
- T-bill laddering for higher average yield over time
- Highly liquid with one-day settlement
Custody & Safety
- Held securely in your account at Charles Schwab (qualified custodian)
- Backed by the full faith and credit of the U.S. government
- Among the safest investments available
Tax Management
Planning & Filing
- Tax planning with year-round support
- Quarterly tax estimates
- California and high-tax-bracket expertise
- Federal and CA state return prep and filing
- Foreign income compliance & tax credits
- One fee covers both spouses (MFJ)
Income Types Covered
- W2 income
- Equity comp (RSUs, ISOs, NSOs, and ESPPs)
- Self-employment income
- Interest & dividends
- Real estate (including rental properties)
- Brokerage statements / K1s / 1099s
- Foreign Income
Business Owner Support
- Sole prop, Single member LLC
- Solo 401(k) setup and planning
- Business deductions & CA state LLC filing
- LLC creation, EIN, business bank account
- 1099-NEC filing support
Tax Audit
- IRS / CA FTB representation in case of audit
Portfolio Management
Investment Management
- Year-round support from a dedicated fiduciary
- Investments managed for you, not just recommended to you
- Customized portfolio planning with a formal Investment Policy Statement (IPS)
- Strategic asset allocation matched to your objectives
- Opportunistic rebalancing
Financial Planning
- Tax planning
- Equity compensation planning
- Real estate planning
- Self-employment planning
- Estate planning
Tax Efficiency
- Regular tax-loss harvesting
- Low-cost, tax-efficient index investing
Advanced Strategies
- Custom options overlay to diversify concentrated stock
- US Large Cap Managed Options
- Private Markets
Custody & Safety
- Held securely at Charles Schwab (qualified custodian)
*Yield is an annualized 4-week T-bill rate when held to maturity as of 08/03/2026. Subject to market fluctuation. Past performance is not indicative of future returns.
Your fee shouldn't grow just because your wealth does.
Traditional AUM advisors charge a percentage of your portfolio, so the bigger it gets, the more you pay every year for the same work. Our flat fee adjusts only for inflation. Watch the gap compound.
Initial Account Value
$3,500,000
Ending Portfolio Value with AUM Fees
$26,051,729
Average Annual Return
8%
Ending Portfolio Value with Flat Fee
$31,554,310
The Aure Difference
$5,502,581
*Chart shows the impact of fees over a 30-year period. Assumes no contributions or distributions. AUM fee held at 1.00% annually and Aure annual fee of $24,000 per year is inflated 3% annually for illustrative purposes. Returns are applied each year before fees are deducted. The use of an annualized return is not indicative of an actual return realized by any client. No guarantee of return is implied. All investing involves risk.
Traditional AUM fees are a major drag on your long-term wealth.
A flat fee minimizes conflicts of interest, meaning all of our advice is tailored to you and your life.