3200 Steck Avenue | Suite 250 | Austin, TX 78757

Services

You choose the services that best fit your needs. Services available across the United States.  You do not have to be local for us to work with you.  Contact us for a free consultation.  To download a PDF version of our Menu of Services, please click here.


Financial Planning & Consulting

Comprehensive financial planning and advice on most anything that affects your money, finances, and wealth.

  • Retirement Planning
  • Retirement Income/Distribution Planningfathers-day-822550_1280
  • Education Planning
  • Budgeting & Cash Flow Planning
  • Home Purchase Planning
  • Mortgage/Debt Management Planning
  • Cash Reserves Planning
  • Insurance Planning
  • Estate/Will Planning
  • Divorce Planning
  • Charitable Giving Planning
  • Corporate and Personal Tax Planning
  • Inheritance Planning
  • 401(k) Creation
  • Business and Personal Financial Planning
  • Planning for anything else that affects your money
  • Using state-of-the-art technology

Number of Meetings or Calls:

  • 2-4 meetings per year and 2 calls per year

Fees & Compensation:

  • Fixed fee (ranging from $500 to $5,000)


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Investment & Asset Management

Full service investment management.  We open the account(s), manage the investments, and have meetings with you to review the accounts.  We monitor your investments so you don't have to.

  • IRAs, including Traditional IRAs, Roth IRAs, SEP IRAs, and Inherited IRAs
  • Retirement plan (401(k), 403(b), 457, Annuity, Pension, etc.) rollovers
  • Helping a business set up a 401(k)
  • Non-Qualified accounts and regular (taxable) Brokerage accounts
  • 529 & Coverdell Education Savings accounts
  • Access to mutual funds, index funds, exchange traded funds (ETFs), individual stocks and bonds, options, and other investment types
  • Access to annuities, fixed and variable, with and without guaranteed income/withdrawal benefits
  • We're independent and don't have our own proprietary investments, so there's no bias in the recommendations
  • Custom portfolios (including keeping specific investments that you want to keep and don't want to sell)
  • Don't have time to look at your investments? Want to spend more time doing fun stuff? We monitor your investments for you.
  • Please note, the stock market will go up and down.  Even with us managing your investments, your accounts will go down, a lot, periodically.  However, over time, your accounts should grow.

Number of Meetings or Calls:

  • 1-2 meetings per year and 1-2 calls per year

Fees & Compensation

Assets (Portfolio Size) Under Management Annual Percentage of Assets Charge
$0 to $99,999.99 1.50%
$100,000 to $249,999.99 1.00%
$250,000 to $499,999.99 0.90%
$500,000 to $999,999.99 0.80%
$1,000,000 to $1,999,999.99 0.70%
$2,000,000 to $2,999,999.99 0.60%
$3,000,000 and higher 0.50%

(The custodian charges $0 for most equity trades and $24 per mutual fund trade. Financial Aurora does not receive these fees.)


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Insurance

  • Life insurance
  • Disability insurance (Income Protection Plans)
  • Long-Term Care insurance

Number of Meetings or Calls:

  • 1-2 meetings per year and 1-2 calls per year


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Sunrise Investment Account

Our basic investment management service.  We help you open the account(s) and will manage the investments.  This service has our lowest investment management fee.  We monitor your investments so you don't have to.  Call us today to open an account!

  • IRAs, including Traditional IRAs, Roth IRAs, and Inherited IRAs
  • Non-Qualified accounts and regular (taxable) Brokerage accounts
  • Access to mutual funds, index funds, and exchange traded funds (ETFs)
  • State-of-the-art technology and one of the first independent fiduciary registered investment advisors to implement this service
  • Don't have time to look at your investments? Want to spend more time doing fun stuff? We monitor your investments for you.
  • Easily step-up to the more comprehensive financial planning and/or investment management services above
  • Open an account over the phone by calling us at 512.213.6400!
  • Please note, the stock market will go up and down.  Even with us managing your investments, your accounts will go down, a lot, periodically.  However, over time, your accounts should grow.

Number of Meetings or Calls:

  • 2 calls per year

Fees & Compensation

  • 0.50% annually of account balance


We believe in transparency. That's why our fees are clearly listed on our website. And, our full disclosure is readily available by clicking here (Firm Brochure).