Frequently Asked Questions

A fiduciary holds a legal and ethical relationship of trust with the person whom they are serving. Therefore, a fiduciary is legally obligated to only make recommendations in the best interest of each person they are giving advice to. Aure is a registered investment advisor and we act as fiduciaries 100% of the time.

We specialize in California professionals and entrepreneurs, with deep expertise in the state's unique tax landscape and financial complexities. Transparent Flat Fee : No AUM percentage fees, no hidden costs, no lockups, no restrictions - your money stays completely accessible. Our fees are tax deductible for business or rental property owners. Integrated Tax + Investment Strategy : proactive planning, active portfolio management, targeted tax-loss harvesting, diversification of concentrated stock (without exchange fund lockups), and tax filing handled by IRS-licensed professionals. Higher Yield : we buy Treasury bills directly to deliver higher yields than most HYSA accounts or money market funds. T-bill interest is exempt from CA tax. Institutional grade tools and Security : we have partnered with America's leading financial institutions to give you top security, regulatory protection and a personal wealth dashboard.

Aure is designed for individuals who want to simplify their wealth while maximizing opportunities. We work best with: • Busy high earners who don't have time for hands-on investment or tax management. • Self-employed entrepreneurs seeking a comprehensive wealth solution to grow both their business capital and personal retirement savings. • Professionals with concentrated stock seeking tax-efficient diversification.

Your investment is held at Charles Schwab, an independent custodian. The accounts stay in your name, and we act as your advisor with limited authority to manage them on your behalf. We don't work for Charles Schwab or earn commissions, so every recommendation we make is in your best interest.

Transferring your investment accounts is simple and secure through the ACAT system, which moves assets "in-kind". This means nothing is sold or changed during the transfer. Whether you are moving a taxable brokerage or retirement IRA account, your investments stay exactly the same. We do not make any changes to your portfolio until you approve a personalized plan built around your goals and tax strategy.

Yes, you can cancel your plan at any time with 30 days' notice. There are no long-term contracts or cancellation fees. We believe in earning your business every month through exceptional service.

While you may feel confident handling financial tasks independently, Aure provides tailored advice, expertise, objectivity, saves you time, manages risks, and adapts your plan to changing circumstances, ensuring your long-term financial wellness and peace of mind.