Jimmy Fish
Jimmy Fish is a registered investment advisor at Aegis Wealth Management, INC., based in Guthrie Center, IA, with 11 years of industry experience. Jimmy 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
Get directionsHistory
Regulatory History (1)
Financial
June 2016Other Business ActivitiesSells Insurance
Jimmy works as an independent contractor brokering non-registered insurance products with outside carriers. This activity takes a few hours per week and occurs during securities trading hours.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Ptf Investment Advisors, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
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.