Aegis Wealth Management provides financial planning services covering cash flow, retirement, investments, insurance, and education savings. They also offer discretionary portfolio management, using model portfolios developed by sub-advisors. Aegis Wealth gathers client financial information to tailor investment advice and asset allocation strategies. Clients are responsible for notifying Aegis Wealth of any changes to their financial situation or investment objectives.
Assets Under Management$180M
Clients1,538
Advisors27
Avg. per Client$110K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
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
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Location
27 Advisors at this firm
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