Aegis Wealth Management (AWM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. AWM also provides financial planning and consulting services, including retirement planning, tax planning, and estate planning. AWM may recommend third-party investment advisors and will conduct due diligence on any third-party investment advisor. AWM does not provide ongoing monitoring of previously-provided financial planning recommendations.
Assets Under Management$710M
Clients121
Advisors5
Avg. per Client$5.9M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are generally negotiable. Certain clients may be engaged under legacy fee structures or arrangements that are no longer offered to new clients. Minimum annual fees may be assessed on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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