Aurelius Family Office, LLC

Aurelius Family Office, LLC is a registered investment adviser based in Bedford, NH, primarily owned by Mark Witaschek. The firm offers discretionary portfolio management services, pension consulting services, financial planning services, and financial consulting services. For portfolio management services, fees are negotiable based on a percentage of assets under management, with fees billed quarterly in advance. Financial plans are offered for a fixed fee ranging from $4,000 to $10,000, with the option to offset portfolio management fees. Legal services are available through a partnership with ARAG Services, LLC for an annual fee of $2,500. The firm directly compensates SmartAsset for client referrals. Aurelius Family Office, LLC acts as trustee for certain accounts, providing investment advisory services. The firm exercises limited custody over client funds, with accounts held at a qualified custodian. Clients grant discretionary authority for investment decisions. The firm does not vote proxies on behalf of clients. Aurelius Family Office, LLC does not have any financial condition impairments and has not filed for bankruptcy in the past ten years. Clients are advised on IRA rollover considerations, with potential conflicts of interest disclosed. For additional information, clients are encouraged to contact the firm directly.