Aegis Wealth Group offers wealth management services through dedicated advisors who analyze investments, determine objectives, and recommend investment strategies. They also offer financial planning, referring new clients to TomiPlan, an affiliated company. Aegis Wealth manages investments through a sub-advisory relationship with E6 Portfolios. Legacy clients may participate in the Aegis Wealth Wrap Fee Program.
Fee Structure
Aegis Wealth Group charges a percentage of your portfolio each year. The fee is calculated monthly based on the average daily balance of your accounts. The amount you pay depends on the total value of all accounts managed by Aegis Wealth in your household. Clients receiving legacy services may pay different fees. Aegis Wealth may recommend wrap fee programs managed by E6 Portfolios.