Kevin Hocker is a registered investment advisor at Aegis Wealth Management, INC., based in Guthrie Center, IA, with 10 years of industry experience. Kevin 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
317 State Street, Guthrie Center, IA, 50115
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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
Kevin is the CEO/Owner of Federal Benefits Group, offering fixed insurance products and assisting federal employees with benefits analysis and retirement income plans, dedicating about a third of his time. He also utilizes Success Partners Worldwide LLC for income tax purposes.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Sound Income Strategies, LLC
Secure Investment Management, LLC
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
State Registrations1 state
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