Aegis Wealth Management offers asset management services on both a discretionary and non-discretionary basis. They provide analysis and recommendations on specific financial concerns, including cash flow, debt management, and income taxes. Aegis also offers investment advisory services to employee contribution plans. Services are tailored to each client based on their individual circumstances and risk tolerance.
Assets Under Management$170M
Clients179
Advisors3
Avg. per Client$970K
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a client-by-client basis. Employee contribution plans are charged up to 1% of plan assets annually.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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