James Bowers is a registered investment advisor at Aegis Wealth Management, INC., based in Flagstaff, AZ, with 10 years of industry experience. James 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
Flagstaff, AZ
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the owner and managing member of Bowers & Associates, LLC, where he markets and sells annuity, life, and health insurance, dedicating about 10-20% of his time. He also works as a licensed insurance agent, spending about 10-20% of his time on annuity, life, and health insurance marketing and sales.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Wealth Watch Advisors, INC
Simplicity Wealth
Sgl Financial, LLC
Sgl Financial, LLC
Regal Investment Advisors LLC
Virtue Capital Management, LLC
Wealth Financial Advisory Services, LLC
Gradient Advisors, LLC
Redhawk Wealth Advisors, INC.
Gradient Investments, LLC
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.