Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS

President

Home     Auri Elan Financial     Auri Elan Insurance     Retirement Plans     Family Office     Client Center     News     Research Reports     About Richard     About Auri Elan     About LPL     FAQ     Contact Us     中文      
What Does Auri Elan Mean?     Is My Money Safe?     What is the Minimum?     Why Hybrid Fee Structure?     States Registered In?      
What is the Minimum?
 
At Auri Elan, we are committed to provide our clients ample personal attention and exceptional service.  Unlike many other wealth management firms, we do not have an absolute minimum in Dollars to decide whether you are qualified to be a client. Instead, we value trust, loyalty, and responsibility a lot more.  We highly recommend clients to reach a household portfolio of $250,000 or more in one year.
The rich get richer. Not only because they have surpluses with which to invest, but because of the overriding emotional release they experience from having wealth.


 

- Stuart Wilde