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Michael John Blanchard

Aegis Wealth Management, INC.
41 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInsurance PlanningInvestment ManagementFinancial Planning & Coaching
Aegis Wealth Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,538 clients
Average Client Portfolio
$114K average
Assets Under Management
$176.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.15%
$500K - $1.0M2.05%
$1.0M - $2.5M1.80%
$2.5M+1.80%

Fees negotiable for amounts over $2.5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

354 South Main Street, Laconia, NH, 03246

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2004
Final
Customer Dispute
June 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other 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.
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Foundations Investment Advisors LLC
January 2018 - May 2023 · 5 yrs 4 mos
Gradient Advisors, LLC
June 2014 - December 2017 · 3 yrs 6 mos
Financial Security Assoc. INC.
January 1999 - August 2014 · 15 yrs 7 mos
Jefferson Pilot Securities CorporationBroker
February 1990 - May 2004 · 14 yrs 3 mos
John Hancock Distributors, INC.Broker
April 1984 - February 1990 · 5 yrs 10 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.