How would you like to work with Aure?
One Transparent Flat Fee
$30,000
Integrated management of investments, taxes, cash, retirement, real estate, and business finances.
No AUM fees, commissions, or hidden fees.
One fee for your entire household, regardless of account count 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
- 3.95%+ APY on cash reserves*
- Interest income exempt from 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
- High-income tax expertise
- Tax return prep and filing
- 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 / 1099s
- Foreign Income
Business Owner Support
- Sole prop, Single member LLC
- Solo 401(k) setup and planning
- Business deductions
- LLC creation, EIN, business bank account
- 1099-NEC filing support
Tax Audit
- IRS 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 strategy, asset allocation, and opportunistic rebalancing
Accounts We Setup & Manage
- Taxable brokerage accounts
- IRAs and other retirement accounts
- Solo 401(k)s
- Custodial and 529 education accounts
- Trust accounts
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
- Managed covered calls to diversify concentrated stock
- Managed cash-secured puts
- 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 10/06/2026. 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
$4,000,000
Ending Portfolio Value with AUM Fees
$29,773,404
Average Annual Return
8%
Ending Portfolio Value with Flat Fee
$35,669,391
The Aure Difference
$5,895,987
*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 $30,000 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.