Michael Blanchard
Michael Blanchard is a registered investment advisor at Aegis Wealth Management, INC., based in Laconia, NH, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,538 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees are negotiable for amounts over $2.5 million. Assets managed by Portfolio Medics, LLC are subject to an annual management fee of 2.60%, with 50% retained by Portfolio Medics, LLC and the remainder paid to Aegis Wealth.
Fee Estimator
Location
354 South Main Street, Laconia, NH, 03246
Get directionsHistory
Regulatory History (2)
Regulatory
February 2004Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Michael operates as President/Owner of Financial Security Associates, Inc., offering advisory services, retirement planning, and insurance sales.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Foundations Investment Advisors LLC
Gradient Advisors, LLC
Financial Security Assoc. INC.
Jefferson Pilot Securities CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.