James Joseph Ross Wheeler

Aegis Wealth Management, INC.

2 Years of Experience

1 DisclosureSells Insurance

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 Management	Annual Fee
Up to $500K	2.15%
$500K - $1.0M	2.05%
$1.0M - $2.5M	1.80%
$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

317 State Street, Guthrie Center, IA, 50115

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History

Regulatory History (1)

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Financial

November 2022

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

James is a co-owner of Simplify Arms & Ammo LLC, a federally licensed firearms manufacturer, spending minimal time on order fulfillment and customer acquisition. He is also the CEO/co-owner of Simplify Enterprises, LLC d/b/a Simplify Wealth Partners, a licensed insurance and annuity brokerage, dedicating about a quarter of his time to training agents, selling and servicing insurance, and occasional consulting.