James Wheeler
James Wheeler is a registered investment advisor at Aegis Wealth Management, INC., based in Guthrie Center, IA, with 2 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
317 State Street, Guthrie Center, IA, 50115
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Regulatory History (1)
Financial
November 2022Other 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.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Maripau Wealth Management 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.