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Independence | | | Tenacity |
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5. What is Auri Elan's fee structure?
Auri Elan offers clients a hybrid model to pay for services most cost-effectively: (1) “Commission Based” where buy-and-hold clients pay based on transactions; (2) “Fee Based” where active clients pay based on asset under management. Clients can select commission-based, fee-based, or a combination of the two based on their objectives, risk tolerance, time horizons, investment styles and etc.
We do not prepare income tax returns. We focus on tax planning and we coordinate with our clients' CPAs to ensure that our clients' tax strategies are integrated with the rest of their wealth planning.
We strive to complement, not replace, our clients' other advisors. Sometimes our clients ask us to help them select a new attorney, CPA, money manager, or insurance agent. We are glad to provide this type of referral.
Wealth planning cuts across the boundaries of accounting, tax planning, law, investments and insurance. Sometimes the best way to deal with a complex issue is to gather together all of the advisors who deal with any aspect of the issue so that they can develop joint recommendations and coordinate their efforts.
In all cases, our objective is to help our clients get more value out of their relationships with their other advisors.
We are trained to deal with complex interactions among wealth planning issues. For example, a decision to refinance personal or business debt might affect a client's tax situation, estate plan, cash flow, investment strategy, and life and disability insurance. We are uniquely positioned to deal with these interactions because of our holistic approach and our position at the center of clients' financial situations.
One way to think about our approach is to ask yourself the following question: "When was the last time my corporate attorney, personal attorney, accountant, investment advisor, and insurance agent met as a team with me to talk about how they could all work together to help me meet my personal and business financial objectives?"
Our objectives would be:
To design and implement comprehensive financial strategies that will address all of your financial objectives.
To help you strive for continuous improvement of your financial situation.
To provide you with timely identification of opportunities and to identify problems before they become acute.
To coordinate the activities of all of your other advisors.
We would begin by developing a detailed understanding of your personal objectives, and by doing a comprehensive analysis of your current financial situation. We identify potential issues and planning opportunities. Then we use our knowledge of your personal objectives to suggest solutions to problems and to help you to zero in on opportunities.
We help our clients to prioritize and focus list of issues identified through our initial analysis. We use project management tools to keep track of tasks and to coordinate our own work and work being done by our clients' other advisors.
Yes. We provide high net worth clients with an alternative to the cost and complexity of setting up their own family office.
12. As a satisfied client, what is the highest compliment that I can give to Auri Elan?
At Auri Elan, we strive to make each and every client a happy client. The highest compliment you can give us is the referral of your family, friends and business associates.