Jonathan Durr is a registered investment advisor at Aegis Wealth Management, INC., based in Guthrie Center, IA, with 10 years of industry experience. Jonathan 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
Jonathan is an insurance agent working with Foundational Wealth Partners and MasterCare America, providing fixed financial products, estate planning services, and long-term insurance coverage. He also owns Grand Terebinth Enterprises LLC, which receives his insurance commissions and advisory fees, but this requires minimal time.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Brookstone Capital Management LLC
State Registrations1 state
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